- Generate business opportunities whilst developing lasting relationships with new and existing clients.
- Manage and develop an existing client portfolio, delivering a professional and personalised financial planning service.
- Build strong referral partnerships with accountants, solicitors and other professional introducers.
- Manage the end-to-end client journey, from technical case preparation and paraplanning through to business submission and ongoing client servicing.
- Prepare high-quality suitability reports and personalised financial planning recommendations using internal systems.
- Respond to client enquiries, produce valuations and maintain accurate client documentation in a timely manner.
- Complete Capital Gains Tax calculations, chargeable event gain assessments and support tax-efficient financial planning strategies using specialist tools.
- Ensure all client work is completed accurately, maintaining compliant records within Intelligent Office whilst adhering to FCA regulations and internal compliance procedures.
Previous experience within wealth management, paraplanning or financial planning support.
- A good understanding of the UK financial planning market.
- Excellent report writing skills with the ability to communicate complex financial information clearly.
- Sound knowledge of pensions, investments, Capital Gains Tax, chargeable events and tax planning principles.
- Strong interpersonal, organisational and relationship-building skills with a commitment to delivering outstanding client outcomes.
- Proficient in Microsoft Word, Excel and Outlook. Experience using Intelligent Office or similar financial planning software would be advantageous.
Our client is a long-established and trusted Independent Financial Advisors, who are looking to recruit additional expertise into their business.
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Paraplanner in Stratford-upon-Avon employer: PLUS Ltd
Plus Ltd is an exceptional employer located in the vibrant town of Kenilworth, offering a dynamic work culture that fosters collaboration and innovation. With a focus on employee growth, we provide extensive training and development opportunities, alongside a competitive salary and an uncapped bonus structure that rewards your hard work. Join us to connect with prestigious global brands and build a rewarding career in sales.
