Job Information

Our clients’ are an international firm of Financial and Wealth Advisors who require the services of a Senior Paraplanner.

The Role:

Collect quantitative detailed information required to compile a Financial Plan.
Ensure that all compliance paperwork is present
Ensure that all Know Your Client information (KYC) is up to date and accurate
Confirm client risk profile is determined and has been agreed with the client
Discuss client objectives with the Partner
Identify and obtain the information necessary to compile financial cash flow forecast
Compile net worth statement; income and expenditure statements and financial cash flow forecast and discuss with the Partner
Identify areas for planning
Undertake research both independently and with the Partner to identify suitable solutions to meet the clients need.
Prepare information/comparisons for analysis by the Partner
Liaise with client’s legal and tax advisers (if applicable)
Consider allocation of assets for investment strategy with regard to client risk profile and in line with models.
Ensure that all investment strategies are approved by the Investment Team
Prepare draft recommendation reports to be discussed/agreed with the Partner within defined service levels
Prepare suitability letters in accordance with the agreed recommendations within defined service standards
Ensure that quantitative data used by the cash flow modelling tool is correct
Interpret qualitative data received from Planner and build scenarios using cash flow modelling tool

To implement financial planning recommendations to a select number of clients
Oversee the completion of application / proposals forms for all new/ top-up business
Ensure all compliance paperwork is in order
Oversee changes to clients’ investments as instructed by the Partner or as agreed directly with the client
Follow through on the implementation of the agreed recommendations

You should be level 4 qualified or working towards this.

Highly competitive salary.
Full job description will be discussed on application.