Job Information

Our Clients are Private Wealth Planner for HNW clients based in the East of England near Stowmarket. They have been running a successful IFA firm since 2003 and due to business demands require an experienced Paraplanner to join the team.



Skills and Experience Required



• Previous experience as a Paraplanner
• FS qualifications preferable
• Knowledge of IFA Back Office Systems
• Excellent communication skills
• Articulate and confident in dealing with HNW clients with the ability to work on own initiative and as part of a team
• Technical knowledge of pensions, life and investments products and compliance
• Able to work to tight deadlines, organise and prioritise workload



Job Role /Key Task



• Write recommendations reports for pension transfers and contributions, offshore bonds, investments (ISA/Unit Trusts/bonds etc).
• Prepare all documentation when sending a report i.e. quotes, fact sheets KFDs etc and pre completing forms for client to send back.
• Dealing with new investments and switches etc : buying selling funds online/bed and ISA transactions.
• Processing new business online. Dealing with providers to ensure that plans are set up properly.
• Analysing existing business. Proactively review client files and highlight discussion points prior to any client interaction for their annual review meeting
• Putting together portfolios for new business and keeping up to date on performance of the funds.
• Attending product provider meetings introducing new products and funds.
• Researching product costs and new products to find the best value/plans for certain client needs.
• Keeping up to date on changes to legislation to ensure that advice is correct.
• Calculating capital gains/tax for client portfolio or carry forward/Lifetime Allowance where required
• Entering client portfolios into FS back Office System to assess performance.
• Inheritance tax planning work : gifting into trust.
• Putting together and maintaining report templates to ensure they are up to date with legislation.
• Compliance : ensuring FCA and internal compliance procedures are followed