Senior Paraplanner in Gateshead

Responsibilities

• Analysis: Full analysis of clients’ requirements, development of cash flow models and accurate recording of client data.
• Solutions: Construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports.
• Recommendations: Preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process.
• Reviews: Preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
• Client Relationship Building: Servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations.
• Coordination: Working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process.
• Partners: Working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan.

Requirements

• A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes.
• 2 years industry experience – as a minimum.
• Excellent administrative, research, report writing and communication skills.
• Excellent analytical skills with a preference for working in a structured, planned manner.
• Ongoing self-development to maintain appropriate level of CPD for role.