Paraplanner Hybrid Working

My Client are a personalised Wealth Management company who specialise in giving expert financial planning advice to Dentists, Business Owners and Private Clients. They seek a dedicated, full time Technical Paraplanner to join their friendly, busy and vibrant team based in Wiltshire, with 50% office based and the rest home working

They are a small company with big ambitions, so it is normal practice to encourage individuals to develop ongoing ‘value adding’ projects alongside their everyday responsibilities. These projects intend to continually improve the way they do business. This adds an element of diversity to the average day and also helps the team feel a sense of ownership within the company, so they are looking for a likeminded team player eager to contribute new ideas and a desire to make a difference.

The successful candidate will be working with an exceptional team of high achievers where they will be supporting the consultants ahead of their client meetings.

Key Paraplanner duties include:

• Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
• Manage client annual reviews
• Carry out technical research and analyse data collected on behalf of clients
• Accurately invest client money as per Consultants’ recommendations post client meetings
• Liaise with clients post meetings answering technical queries
• Proactive in identifying investments/tax saving opportunities for clients
• Manage and prioritise your work
• Evaluate investment portfolios with consultants
• Liaising and working closely with the Service Team

Skills & Qualifications Required
• A minimum of the Diploma in Regulated Financial Planning (Dip PFS)
• Worked in a similar role for at least 2 years
• Achieved or aspires to Chartered status
• Back office system experience (they use Prestwood Professional)