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 CEO

QW

• 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 adviser’s role