Due to continued success in providing fee based advice to HNW clients, this successful wealth management practice requires a professional and proactive Paraplanner to provide holistic support to Financial Advisers as part of their administration and paraplanning function.
You will act as the initial point of contact for client queries, supporting a senior Adviser with paraplanning duties, as well as liaising with product providers managing and developing the administration and review process to ensure a first-class service is provided to internal and external parties, your work will cover Investment, Pension and Protection planning.
The successful candidate will have in depth knowledge and understanding of the Financial Planning process; have experience using industry software, preferably IO, ideally gained within an IFA or financial services practice and have exposure to report writing and paraplanning across the financial planning spectrum.
Duties for this role will include:
- Review of fact find documentation to ensure sufficient information is obtained to ‘know the client’
- Analysis of product and investment information to fully understand the various product and portfolio/funds used
- Preparation of comprehensive recommendation reports
- Preparation of comprehensive financial plans / cash flow forecasts / discussion documents for holistic planning activities
This is an excellent role within a forward thinking and innovative firm who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
This role can be based remotely, there may need to be some time spent in the office for an initial induction week.