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Senior Paraplanner

Posted 15 March by Blakemore Recruitment Easy Apply Ended

Progressive, high-performing IFA firm looking for an experienced Paraplanner to join their successful team.

They are a technologically advanced financial planning firm, with high productivity, in need of a top performing Paraplanner to support the advisor and Managing Director, and existing Paraplanner.

You will work closely and collaboratively with the advising Managing Director to provide an ongoing service to the clients - mostly senior company executives and high-net-worth private individuals. At times, you may be expected to communicate with, or present to, these clients.

The firm uses Voyant extensively so experience with cash-flow-modelling (preferably Voyant) software is vital. You will prepare and update cash-flow forecasts for each client review.

You must be experienced, among other things, in researching VCT/EIS investments and with DB transfer advice. You will be involved in suitability report writing for new business as well as providing ongoing research and reviews.

You must have a strong attention to detail, exceptional verbal and written communication skills and enjoy working as part of a team.. Positioned between the MD and admin staff you will act as a knowledge bridge, you must be comfortable with explaining complex details both internally and externally.

You will be qualified to Level 4 Diploma and ideally be working towards Chartered status.

You will be joining the company at an opportune time allowing you to rise quickly within the firm, with the scope to move into either management or to become a financial adviser.

Required skills

  • Paraplanning

Reference: 34371461

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