Role and responsibilities
We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports.
The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:
Analyse client information and existing investments/policies
Tax calculations
Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
Write suitability reports for cases of varying complexity
Run cashflow models for clients
Be a point of contact for technical queries for colleagues and advisers
Communicating with clients on research and report timescales
Attend client meetings where required
Helping to train other members of the team
Potentially getting involved in some project work to further improve our systems and processes
Leading Pod meetings
Undertake peer reviews for the paraplanning team
Essential attributes the successful candidate should possess
The successful candidate will be confident dealing with HNW clients and professional connections
and a natural problem solver. The role may suit an able career paraplanner who does not wish to be
client facing but does want to be a key individual within a thriving business.
They will:
Demonstrate a strong technical knowledge and understanding of all financial products
Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status
Have a minimum of 3 years’ experience within a paraplanning role
Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
Have a good attention to detail
Be a good team player
Excellent communication skills, both verbally and in writing
Be comfortable with working in a fast-paced environment
Be organised and able to manage a busy workload
This is an excellent opportunity to join and award winning independent financial planning firm who believe in career development for all staf...
Paraplanner in St Albans employer: Blakemore Recruitment Careers
As a Senior IFA Administrator in Holborn, London, you will join a dynamic team dedicated to delivering exceptional service to our esteemed private clients. Our company fosters a supportive work culture that prioritises professional growth, offering comprehensive training and the opportunity to progress towards becoming a fully qualified Paraplanner. With competitive salary packages and a range of benefits, we are committed to investing in our employees' futures, making us an outstanding employer for those seeking meaningful and rewarding careers.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
