Paraplanner

Paraplanner required - full or part-time. Excellent opportunity to join a close-knit team working from our office near Guildford, in the Surrey Hills. We will happily consider full-time, part-time (3-4 days) or hybrid working.

Are you an experienced paraplanner looking to make the most of your skills?

Do you enjoy working on your own initiative and would you also like to feel that you are a valued and important member of the company?

This is a fantastic opportunity to join an established and growing IFA financial planning business. We will give you the responsibility that your high level of experience deserves, and you will have every opportunity to use your significant paraplanning and financial planning industry skills.

About the role

This is an interesting and challenging paraplanner role working alongside the Director and Advisers. You will be ensuring that the paraplanning work is researched, planned, delivered, and processed correctly and on time. Duties will include:

• Analysis - full analysis of clients requirements, development of cash flow models and accurate recording of client data.
• Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of both written reports and analysis.
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process.
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports and discussion documents.
• Relationship Building - liaison with clients by telephone, letter, email and attending meetings where appropriate.
• Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.
• Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan.
• Compliance - Ensuring that the business obtained is being processed compliantly and in a timely manner.

Skills, experience, and qualifications

This role would suit a professional paraplanner who enjoys using their initiative and has a can do working style. We are looking for someone who will thrive and enjoy working in our close knit and supportive team.

• A high standard of accuracy and concise written output, with good attention to grammar and syntax, is required.
• Level 4 Diploma is desirable but not required if you have extensive paraplanning experience.
• Significant industry experience in the technical aspects and administration of Trusts, IHT and/or Pension and/or Investment products.
• Highly organised and have excellent communication skills.
• Possess a solution focused approach to your work.
• Adhere to a high standard of professionalism.
• You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.
• Full training is provided on the relevant IT systems. Prior experience of Intelliflo, FE Analytics, Fundment and Timeline software will be highly advantageous.

About Estate Financial Planning (EFP)

Estate Financial Planning is a directly regulated IFA established in 2012 - our team has many years financial planning experience. We work for individuals, families, and businesses in Surrey and beyond. Our mission is to help people take control of their future and live a life of purpose and meaning. We specialise in building long-term relationships with our clients with a focus on building tailored plans to help clients achieve their financial and life goals.

The business was set up and is run by Clive Jaques, a qualified independent financial adviser, and Life Planner (Kinder Institute). The team of advisers and administrators are moving to a new office location in March in Albury in the Surrey Hills. You can read more about our team on our website.

Further information

We are using advertising recruiters Recruitment Rebellion Limited to assist us with this vacancy.

Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found.

Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know.

Only shortlisted candidates will be contacted.

In order to give your application the best chance of success, please:

Check that you meet the criteria for the role.

Apply with a CV that is clear, concise, and correct.

Tailor your CV to highlight your experience and relevant achievements to the position.