1. My client in Whiteley is looking for a Paraplanner.
2. Excellent salary and benefits (hybrid working) to the successful candidate.
About Our Client
My client is a privately owned financial planning and discretionary investment management house. They arededicated to providing a high-quality service for private clients, trusts, and smaller institutions.The business was founded in 2004 and has grown organically and through a small number ofcarefully integrated acquisitions. Originally the business started out as an investment manager and hasnow developed the financial planning side of the offering, putting this at the forefront of the clientrelationship.Today they manage and advise on over £4.5 billion of client assets, acquired through a combinationof organic business growth and corporate acquisitions.
Job Description
My client is recruiting an experienced, high calibre Paraplanner, who can demonstrate a background ofproviding high level technical paraplanning including the production of cash flow models and highqualitysuitability report.The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:
3. Analyse client information and existing investments/policies
4. Tax calculations
5. Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
6. Write suitability reports for cases of varying complexity
7. Run cashflow models for clients
8. Be a point of contact for technical queries for CS and advisers
9. Communicating with clients on research and report time scales
10. Attend client meetings where required
11. Helping to train other members of the team
12. Potentially getting involved in some project work to further improve our systems and processes
13. Leading Pod meetings
14. Undertake peer reviews for the paraplanning team
The Successful Applicant
15. Demonstrate a strong technical knowledge and understanding of all financial products
16. Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status
17. Have a minimum of 3 years' experience within a paraplanning role
18. Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
19. Have a good attention to detail
20. Be a good team player
21. Excellent communication skills, both verbally and in writing
22. Be comfortable with working in a fast-paced environment
23. Be organised and able to manage a busy workload
What's on Offer
An excellent salary and benefits package is available to the successful candidate. The business prides itself on the development of its staff, through further training/studies and progression.