Job Details
Senior Paraplanner
Sector:Financial Services
Region : South East England
Location: Marlow
Salary: up to £55K
Job Ref.: CL2404PPA
Job Information
Our client has been providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further senior 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 5 years working experience in a similar paraplanning role.
- Minimum Level 4 qualification
- 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.
· Have a “Can-do” attitude.