Paraplanner

Financial Services Recruitment Professional

We are looking for an experienced Paraplanner for our client, a successful wealth planner, asset manager and employee benefits specialist.

This role will provide financial planning support to advisers, assisting them in delivering an outstanding holistic financial planning service to new and existing clients.

Responsibilities include:

• Preparing for and attending client meetings, taking detailed written notes and following up on any technical points after the meeting
• Gathering and analysing comprehensive, detailed information from clients
• Producing comprehensive and clear suitability letters for clients
• Preparing a series of lifetime cash‑flow models relevant to each client’s circumstances, objectives and possible financial outcomes, communicating these models to the client in person and/or in writing as requested by the Private Client Director/s, and dealing with queries and modified scenarios as required
• Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cash‑flow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning
• Carrying out regular reviews of clients’ financial plans, circumstances and objectives
• Dealing with complex and technical client queries as and when they arise
• Interpreting new technical information, legislative and regulatory changes from various in‑house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures
• Engaging with intelligent, demanding clients, developing and maintaining outstanding, long‑term relationships
• Liaising with other technical staff in order to ensure a consistent client experience

Qualifications

• Have 3+ years’ experience within the financial services industry
• Be Diploma qualified and preferably working towards Chartered
• Have excellent knowledge of investment, life and pensions products and current legislation
• Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers
• Understand the importance and benefits of lifetime cash‑flow modelling
• Ideally have experience of Voyant cash‑flow modelling software
• Be proficient in the use of Microsoft Office packages (computer literacy is a pre‑requisite for this role)
• Previous experience of using Intelliflo will be an advantage

Required Skills

• Be a resourceful and creative problem solver, capable of embracing the role quickly and progressing to working largely unsupervised
• Analyse and evaluate information in detail, and reach suitable conclusions as needed
• Demonstrate excellent written and verbal communication skills, with the ability to effectively communicate complex strategies with clarity, and with exceptional attention to detail
• Build strong proactive working relationships with the advisers, for whom they will provide technical support, and the clients and providers
• Assist the adviser and their clients in an enthusiastic and proactive forward‑thinking manner using organisational, managing, and prioritising skills. A high level of organisation is important.
• Think laterally and apply new ideas and skills to their role
• Adapt quickly to changing priorities and needs and new challenges
• Remain focused and motivated to deliver an exceptional level of client service at all times

Our client has an agile working model with 2–3 days in the office.

Competitive salary + Bonus

If you would like to apply for this great opportunity, please email your CV to .

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Administrative

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