Senior Paraplanner

Responsibilities

• Full analysis of clients’ requirements, development of cash flow models and accurate recording of client data.
• Construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports.
• Preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process.
• Preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
• Servicing client’s day-to-day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations.
• 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.
• 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 an appropriate level of CPD for the role.