Job Details
Senior Paraplanner
Sector:Financial Services
Region : South East England
Location: London
Salary: salary neg plus excellent benefits
Job Ref.: CL2102MLO
Job Information
Our Client a firm of wealth management and financial planning business, focussed on helping clients to understand and plan for their financial future.Primary areas of advice are pensions planning (PPP to SIPP transfers, Drawdown, OPS, DB, EPP) and investment planning (ISAs, OEICs, VCT, EIS, Structured Products, Trusts) CGT and IHT planning. Experience in all these fields would be essential for this role.
Purpose of role:
To provide extensive technical support to the Managing Director
Accountabilities:
Manage the planning workflow
Receive and implement requests from the Managing Director
Gather and record client data
Prepare reports to a professional and timely standard
Provide information for annual reviews and identify areas not covered
Communicate with selected clients (face to face or remote) and third parties
Develop and maintain all processes relevant to technical support
Delegate and communicate clearly with technical and client support
Undertake financial planning and product-based research
Operate within the compliance and corporate standards of the business
Undertake appropriate professional development and training
Report on key measures on a regular basis
Skills, knowledge and experience:
High level of technical knowledge
Ability to use technical financial planning tools, financial modelling and back office software: Morningstar, FE Analytics, Selectapension, Voyant
Ability to use back office systems: Intelligent Office (IO) and Virtual Cabinet (our document management system)
Clear understanding of an advisers role
Package offered for this Senior Paraplanner role:
Salary Β£40-45K (negotiable for the right candidate)
25 days holiday per annum
Death in Service Scheme
Income Protection Scheme
Simply Health Benefits Package
Auto enrolment pension scheme
Free Parking at the office
The successful candidate must be able to drive as we are in modern offices in a semi-rural location in the Surrey Hills between Dorking and Guildford. We are a busy office with what I would consider to be a low turnover of staff.
Our main criteria for this role is that the candidate is qualified, experienced and with excellent product and technical knowledge as per the job spec. The role is supporting the Managing Director (who is a business owner and adviser) so the successful candidate would need to be at the top of their game and to be able to hit the ground running (with appropriate in house training of course). The successful candidate would work as part of a team consisting of the adviser, the paraplanner and an admin support team member.