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Senior Paraplanner

Posted 4 January by Clark James Recruitment Ended

Working on behalf of a high quality financial planning business who provide specialist financial advice on tax planning, trusts, Wills & Power of Attorney, Clark James are seeking a Senior Paraplanner, preferably chartered.

As Senior Paraplanner, you will be providing technical and paraplanning support to our client’s Financial Planners, mainly by:

  • Providing paraplanning and research support in relation to maintaining and acquiring client relationships
  • Providing technical support at all of the component stages of the planning process.
  • Liaising effectively with clients, colleagues and financial organisations to facilitate the planning process and build revenue.
  • Preparing and producing accurate, compliant, clear and concise technical Financial Planning Reports.

General duties of the Senior Paraplanner will include, but not be limited to:

  • Assist the Client Support team by accurately inputting data and information onto Adviser Office, the Client’s Wealth Planner (wrap) and Voyant/Truth Software
  • Ensure New Business is compliant and meets company minimum data entry requirements.
  • Effectively and professionally communicate with clients either remotely or face to face by telephone, meetings, email and letter
  • Manage pipeline business efficiently and within agreed timescales
  • Research and make recommendations to clients
  • Conduct research and produce Financial Planning Reports
  • Complete additional day-to-day tasks allocated to you.
  • Be able to discuss all investment wrappers, products and legislation to a high level of technical knowledge.
  • Have a strong knowledge in all aspects of financial planning and providing advice to HNW clients.
  • Be able to discuss all investment wrappers, products and legislation to a high level of technical knowledge.

Experience, Skills & Qualifications

  • Good keyboard skills in terms of accuracy and speed
  • Good language skills, communicating effectively both verbally and by the written word
  • Knowledge of Adviser Office, and Standard Life Wrap
  • Truth & Voyant Software or other cash flow modelling packages is advantageous
  • Computer literacy - MS Office
  • Knowledge of the financial services market
  • Ability to confront difficult situations with tolerance and understanding
  • Direct communicator and is able to give and receive positive and constructive feedback

This is as an excellent opportunity for the right individual to join an established, highly reputable consultancy who in return offer an professional and supported working environment, along with a competitive package.

Please apply with up to date CV and contact details

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.

Required skills

  • Financial Services
  • Paraplanning
  • Financial Planners

Reference: 34140956

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