We are currently working with a wealth management firm to assist in their recruitment for a Paraplanner. The successful candidate will be reporting into the Managing Director and will work within a small and collaborative team. You will pay a pivotal role in providing comprehensive financial planning and assistance to high-net worth clients and will work closely with financial advisers to prepare detailed plans, conduct research and analyse complex financial scenarios.
£40,000 - £50,000
25 days annual leave plus 8 bank holidays
Pension
Death in service x 3
Sick pay (after probation) 20 days rolling year
On-site parking
Please note that this is an office-based role
Duties and responsibilities:
Complex suitability report writing including drawdown, tax free cash and inheritance tax advice
Review / analyse investment portfolio / asset allocation / risk profile
Working closely with the Managing Director for technical meeting preparation and fund analysis
Developing and managing effective systems, processes, and procedures to continuously improve efficiency
Technical support and assistance to Investment and mortgage administrators to ensure high accuracy
Establish and maintain strong client relationship management
Accurately and efficiently support the advisers to enable the achievement of targets
Skills and experience required:
DipPFS qualified / studying / QBE
Minimum of 3 years paraplanning experience in a similar environment
Understanding of investments, pensions, protection planning inheritance tax from a wealth management background
Understanding of IT systems with knowledge of Intelligent Office, Mortgage Brain, Dynamic Planner and Selectapension desirable
Excellent interpersonal skills, working with positivity and a drive for results