Paraplanner

The role:

A chartered firm of IFA’s is now seeking to appoint an experienced Paraplanner to work closely with a Chartered Financial Planner. Reporting to Compliance Director, the Paraplanner will be required to support a busy Chartered Financial Planner who works with a large number of HNW clients. Further responsibilities include…

• Carry out the technical elements of preparing for client meetings including preparing suitability reports
• Analysing information on a clients existing arrangements and conduct gap analysis
• A working knowledge of pre and post-retirement planning, investments and taxation
• Excellent communications skills (written and verbal) with an inquisitive approach
• Ensure the Senior Financial Planners requirements are fully understood by effective questioning at all stages of the advice process
• Develop strong working relationships with product providers
• Work closely with the Office Manager to ensure a consistent high level of client experience and identify process improvements

The Company:

• A chartered IFA offering advice on all aspects of Financial Planning. Including life cover, pensions, investments, savings and IHT planning

The Person:

• c3 years previous experience as a Paraplanner for an IFA/Wealth Manager
• Experience of Intelligent Office (IO) back office system
• A positive, friendly and service orientated person with a 'can do’ attitude.
• Articulate communicator, written and verbal
• Honesty, integrity and ability to maintain confidentiality
• Strong work ethic and responsive to the need to offer a consistent high quality service
• Willingness to work as a key member of a small team and closely with Office Manager and support/train others where needed

Salary:

• £40k - £52k plus pension, 25 days holidays, hybrid (4 days in the office, 1 at home), 35 hrs per week, full study support.