Paraplanner - DipPFS - Hybrid - Bath office
other jobs Nelson Scott
Added before 5 Days
- England,South West,Somerset,Bath and North East Somerset
- full-time
- £40,000 - £50,000 per annum
Job Description:
Introduction
We are looking for a high calibre paraplanner to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Role and responsibilities
We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:
- Analyse client information and existing investments/policies
- Tax calculations
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
- Write suitability reports for cases of varying complexity
- Run cashflow models for clients
- Be a point of contact for technical queries for CS and advisers
- Communicating with clients on research and report time scales
- Attend client meetings where required
- Helping to train other members of the team
- Potentially getting involved in some project work to further improve our systems and processes
- Leading Pod meetings
- Undertake peer reviews for the paraplanning team
Essential attributes the successful candidate should possess
The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.
They will:
- Demonstrate a strong technical knowledge and understanding of all financial products
- Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status
- Have a minimum of 3 years’ experience within a paraplanning role
- Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
- Have a good attention to detail
- Be a good team player
- Excellent communication skills, both verbally and in writing
- Be comfortable with working in a fast-paced environment
- Be organised and able to manage a busy workload
We are looking for a high calibre paraplanner to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Role and responsibilities
We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:
- Analyse client information and existing investments/policies
- Tax calculations
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
- Write suitability reports for cases of varying complexity
- Run cashflow models for clients
- Be a point of contact for technical queries for CS and advisers
- Communicating with clients on research and report time scales
- Attend client meetings where required
- Helping to train other members of the team
- Potentially getting involved in some project work to further improve our systems and processes
- Leading Pod meetings
- Undertake peer reviews for the paraplanning team
Essential attributes the successful candidate should possess
The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.
They will:
- Demonstrate a strong technical knowledge and understanding of all financial products
- Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status
- Have a minimum of 3 years’ experience within a paraplanning role
- Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
- Have a good attention to detail
- Be a good team player
- Excellent communication skills, both verbally and in writing
- Be comfortable with working in a fast-paced environment
- Be organised and able to manage a busy workload
Job number 1813363
metapel
Company Details:
Nelson Scott
Company size: 1–4 employees
Industry: Financial Services
Nelson Scott provide Financial Services Recruitment to the Wealth Management, Financial Planning, Investment and Asset Management sectors. We speciali...