Paraplanner - Hybrid

My client in Whiteley is looking for a high calibre paraplanner to join their growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.

Client Details

My client is a high end Wealth Management business, with offices across the UK and with this role based at their Whiteley site (2 days in office).

Description

We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability report. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:

• Analyse client information and existing investments/policies
• Tax calculations
• Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
• Write suitability reports for cases of varying complexity
• Run cashflow models for clients  Be a point of contact for technical queries for CS and advisers
• Communicating with clients on research and report time scales
• Attend client meetings where required
• Helping to train other members of the team
• Potentially getting involved in some project work to further improve our systems and processes
• Leading Pod meetings
• Undertake peer reviews for the paraplanning team

Profile

• Demonstrate a strong technical knowledge and understanding of all financial products
• Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status
• Have a minimum of 3 years' experience within a paraplanning role
• Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
• Have a good attention to detail
• Be a good team player
• Excellent communication skills, both verbally and in writing
• Be comfortable with working in a fast-paced environment
• Be organised and able to manage a busy workload

Job Offer

An excellent salary and benefits package is available to the successful candidate. The business also provides itself on its support and furthering on their people within the business.