Our client has been providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further Paraplanner.
This is an amazing opportunity to join a truly dynamic team.
Role and Responsibilities
*Responsible for all paperwork, meeting preparation and activities for a dedicated list of private clients.
*To provide research support and solutions to the Financial Planning team.
*Preparation of compliant advice reports, letters, and recommendations.
*Liaising with the Financial Planner and Investment Team to provide recommendations and solutions.
*Ensure all recommendations meet with company standards.
*Complete calculations such as carry forward, Inheritance Tax, CGT etc.
*Responsible for timely preparation of content & identify planning requirements for annual PSA review meetings.
*Attendance at client meetings with the adviser - completing the detailed meeting file note.
*Preparation and presentation to clients of cash flow models using Voyant software.
*Assisting with the preparation / review of compliance documentation.
*Attend weekly task meetings with advisers to provide updates on ongoing cases.
*Bi-weekly Team meetings to review and agree priorities and workloads.
*Peer review and assisting with training of trainee team members.
*Completion of own CPD within an agreed Training & Competence programme.
*Improvement of own knowledge and skills on a continual basis via professional qualifications.
*Assisting the financial planning administrator as needed and in consideration of a risk based approach (ie: more complex cases will need more experienced intervention). This will involve various tasks such as:
o Liaising directly with clients and product providers.
o Seeing new business through to completion.
o LOA research and resulting reporting.
o Dealing with client queries and post meeting tasks
o Ensuring the financial planning administrator has all the information needed to prepare new business and reporting documentation ahead of meetings.
Desired Skills and Experience
*Minimum 2-3 years working experience in a similar paraplanning role.
*Have a "Can-do" attitude.
*Minimum Level 4 qualification favourable
*Prior experience working as a paraplanner for HNW private clients.
*Using a range of software including Outlook, Word, Excel, Xplan, Powerpoint.
*A strong working knowledge of Voyant (cash flow modelling tool).
*The ability to manage own time and work to deadlines.
The role suit an individual who in time would like to be a Financial Planner.
Flexible working 2 days from home
Excellent Banfits