Job Title: Paraplanner
Salary: £30,000 - £37,000
Benefits: Exams paid for, Company pension, progression opportunities, bonus opportunities
My client is a long-established Wealth Management company in Hertfordshire, who have over 23 years of experience. Due to increasing demand they are now looking for an experienced paraplanner to join the team.
You'll be working with a team of financial advisers through research, calculations and report writing, working to strict deadlines and the regulatory framework in a timely matter. You will receive structured training and clear development objectives that you will be expected to meet.
The right candidate will get the opportunity to work for a well established and growing practice that offers great progression opportunities and excellent benefits.
Collating client product information from providers and reporting this in a clear and professional manner
Documenting all correspondence to and from providers.
Charges comparison analysis using in house software
Ability to complete manual financial calculations e.g. tax calculations, projections, etc.
Producing suitability letters and presentation material in line with company standards
Working with compliance teams to ensure recommendations are viable
Consulting with compliance teams and internal contacts for difficult cases
Comparing fund performance using analysis to present to clients
Processing and recording business transactions
Keeping a high level of documentation standards on each case
Keeping abreast of regulatory and internal guidance
Supporting the adviser teams with all financial planning, creating the most tax efficient and beneficial structure for each individual client
Dealing with multiple advisers and holding regular review meetings with them
Training other members of the team on an ongoing basis
Technical meeting preparation of clients files and agendas.
Minimum 3 years experience in a paraplanning role
Excellent communication and interpersonal skills
Attention to detail
Excellent time management and organisational skills
Ability to work under pressure and to strict deadlines
Pro-active, self motivated and able to work under own initiative.
Level 4 Diploma in Financial Planning
Achieved or working towards chartered status is preferable.