Job Details
Senior Technical Paraplanner
Sector:Financial Services
Region : South East England
Location: GU5 9LY
Salary: Salary DOE and Qualifications
Job Ref.: CL0510mlom
Job Information
Our client a highly successful firm of Financial Advisors and Wealth Managers are seeking a highly experienced Technical Paraplanner for their CEOQW
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, O&M, Voyant
Ability to use back office systems: Intelligent Office (IO) and Virtual Cabinet (our document management system)
Clear understanding of an advisers role