Paraplanner

Posted 3 days ago by Jenson Fisher Consulting Ltd
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My client is an international Wealth & Asset Management firm with an innovative approach to their client solutions. Due to unprecedented growth, they are now seeking a Paraplanner to join one of their teams in order to assist in providing their clients with the best service possible. They are open to two differing experience types which is reflected within the salary range.

The key role of a Paraplanner at this company will be to manage the Financial Planning aspects of the Private Investment Office alongside the whole 'New Business Process’ in addition to assisting with financial planning queries. The key areas of responsibility are detailed below:

A. Preparing and maintaining the client file and the new business process

  • Check all account opening paperwork is present and completed correctly
  • Confirm client risk profile is determined
  • Discuss client objectives with relationship manager

B. Preparing recommendations

  • Prepare information/comparisons for analysis by relationship manager
  • Liaise with client’s legal and tax advisers (if applicable)
  • Structure Investment Proposals in PowerPoint for presentation to client
  • Prepare draft recommendation reports to be discussed/signed off by planner

C. Implementing recommendations

  • Prepare suitability letters in accordance with the agreed recommendations
  • Complete application / proposals forms
  • Ensure all compliance paperwork is in order
  • Ensuring online CRM system remains up to date

D. Ongoing client servicing

  • Ensuring clients are using their ISA and pension allowances each year
  • Reviewing existing client arrangements

Experience:

  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Detailed and accurate
  • Articulate
  • Excellent inter-personal skills, both written and verbal
  • Ability to multi-task and prioritise effectively
  • Good IT skills
  • Good report writing skills
  • Ability to work independently and in a team
  • Broad knowledge of financial services world
  • High level of technical knowledge

Required skills

  • Financial Planning
  • Paraplanning
  • Suitability
  • Wealth Management

Reference: 37021611

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