Fram is excited to partner with a Chartered Wealth Management company based in West Essex. Our client works with High Net Worth (HNW) individuals, and they are looking for an experience Paraplanner who wants to move into a assistant advisor role. The role as come about due to a senior member of the client services team retiring, which has allowed our client to have a little internal restructure. The company offers a Mondays and Fridays WFH policy along with great benefits. It is a role that requires a strong financial planning background, with a desire to be client focused as you will be the main point of contact for day-to-day client queries. You will sit within the Paraplanning team attend client meetings while developing your advisor skills. Key Responsibilities: Work with the adviser, prepare for and attend a high number of client meetings, following up by updating factfinds, meeting notes and liaising with other teams Coordinate with the financial planner and administrator action points arising from the meeting. Build close relationships with clients, acting as a day to day point of contact. Researching solutions to meet the client needs. Responsible for writing advice into an easy to understand and compliant suitability letter. Produce financial planning and investment suitability letters across a range of areas including replacement business (pensions and investments), cashflow forecasting, retirement income planning, inheritance tax planning and alternative investments such as VCTs and EISs. Working with the administration team to ensure the advice is implemented correctly. Frequent attendance at client meetings, assisting the financial planner with cash flow presentations, when required. Help to maintain Xplan, ensuring relevant information and research is saved accordingly. Assist and contribute to the development of the financial planning proposition, new processes, and systems within the team. Act as a point of contact to answer technical queries. An ideal candidate with have a number of years’ experience as a IFA paraplanner be level 4. Will have a strong technical knowledge of advice and a working knowledge of platforms. Have a proactive mindset like taking on additional projects like training of new staff and of being involved in the investment committee. Adzuna (Free)