This job has ended. Find similar jobs.

Senior Paraplanner - Witney

Posted 5 June by REED Insurance Ended
My client a leading Wealth Planning IFA and Investment Company based in the Oxford area is actively looking to recruit a highly skilled Senior Paraplanner to join their rapidly expanding Team.  Minimum Diploma Qualified, you will have a wealth of exposure within Report writing for HNW Clients and ideally be working towards you Chartered Status.  The client rewards talented individuals and your skills and exposure will be recognised.  Writing very Technical Reports you will be supporting the Head of Paraplanning, this is an incredibly good opportunity and if you want to work for a larger Wealth Planning IFA this is your ideal opportunity. 

Main Purpose of the Role will involve the following:-

To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser.

To act as a focal point for technical enquiries from advisers and paraplanning team.

To revise and update report templates in response to legislative changes.

Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans.

Construct appropriate solutions for clients and make recommendations in conjunction with the advisers.

To write complex suitability reports for both existing and potential clients which are
readable, compliant, and technically accurate (from templates but with the ability to write
freehand).

Liaise with Investment, and accounts and dealing teams in respect of reviews of existing
investments and feasibility of in-specie transfers.

Identify Gaps in clients financial plans to increase sales opportunities –
especially in protection products

Present on technical issues at adviser meetings.

Assist with updating of Procedures Manual and ensure that it remains up to date.

To make recommendations as to how the firm’s systems and procedures might be
improved.

Promote the brand. and Promote the core values so that they are live throughout the team.

Ensure the firm’s high standards of client care are met.

Ensure the confidentiality of all work undertaken for clients, and work within the principles

Comply with the FCA’s Treating Customers Fairly requirements, and other requirements
set out in the company manual and processes.

To co-operate fully with the Company Anti Money Laundering requirements.

To be considered you must be able to demonstrate the following:-

- Full Diploma Qualified and writing very Techncial HNW Reports
- Currenlty working towards your Chartered Status
- Able to offer Supervision to more Junior Paraplanners

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34153263

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job