Job Information

Our Client is a leading Wealth Management firm requiring a qualified Paraplanner

Essential

� Qualified to Diploma Level with AF3 exam
� The ability to work with advisers to extract the information required to prepare financial plans and recommendations
� General knowledge of the products available in the wider market and how to assess the suitability of these products
� The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
� The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required
� An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.
� Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
� The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client�s circumstances
� A good understanding of compliance issues and how these affect the advice and suitability process.
� Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
� Ability to work as part of a team as well as on your own initiative
� Ability to critically evaluate information, probe and challenge the facts
� A flexible and adaptable attitude towards work
� Ability to work accurately and in accordance with procedures
� Excellent time management, ability to meet deadlines
� Experience of Microsoft Word, Excel, Outlook and provider platforms
� Desirable
� At least 3 years experience in a paraplanning role within an IFA firm
� Previous use of Swift back office system
� Previous use of Voyant software
� Previous use of FE Analytics
� Knowledge of Corporate Pension Administration
� Progression towards Advanced Diploma
� Responsibilities
� To provide paraplanning support to one or more advisers which includes, but is not limited to, the following:
� To help provide solutions to clients needs and give them a service which surpasses their expectations
� Dealing with day to day client and provider enquiries
� Preparing for client meetings including checking that all compliance paperwork is present.
� Attending client meetings and taking minutes
� Analysing and interpreting data obtained during client meetings

Pay and benefits to be discussed on application