Job Information

Due to success and growth require a qualified Senior Paraplanner to join an existing team and mentoring junior members and Paraplanners.

Fantastic opportunity to be part a very successful firm with ongoing development within your career

Purpose of the role:

To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their Advisers

Requirements:

·         Qualified to minimum of Diploma level 4, ideally Chartered status or working towards this
·         At least 5 years’ experience in the Financial Services Industry of which a minimum of 3 years has been in a Paraplanning role within a firm of Financial Advisers
·         A strong understanding of Investments, Pensions and Taxation
·         Ability to manage own workload and work within a large team
·         Knowledge of business processes, standards, policies and procedures
·         Experience within the Financial Services Industry
·         Exceptional communication skills at all levels
·         Excellent organisational skills
·         Knowledge of Microsoft Word, Excel, Outlook and ideally Inteloflow and Truth (Cash flow)
·         Ability to work under pressure at times
·         Mentor Junior members of the team
·         Provide leadership for the team 

Duties and Responsibilities:

·         Construct appropriate solutions for clients and make recommendations in conjunction with the Advisers.
·         To write complex suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand), ideally able to work on complex DB transfers
·         Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers

Please apply online or contact Cameron James for a full job description.