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.