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Senior Paraplanner

Posted 8 March by REED Insurance Featured Ended
I'm currently working with one of Liverpool's oldest and well established Wealth Mangement firms who were also one of the first Chartered Wealth Management firms in the area.

They manage over £230 million on behalf of their clients. Almost £200 million of that is with less than 150 clients.

They have been included in New Model Adviser’s Top 100 for the last four years.

The opportunity for an experienced Paraplanner to join an international Wealth Management Practice which provides a highly personalised financial planning and investment management service.

My client is looking for someone who is looking to forge a career within Paraplanning but also to take on parts of a IFA role if needed. Diploma qualification is a must. Salary would be dependent on experience.

Key responsibilities:

-Providing technical, research and administrative support
-Production of compliant and detailed client suitability reports and presentations
-Help manage client relationship and taking/making calls in a polite and professional manner
-Possible attendance at client meetings
-Keeping full and compliant records on file
-Liaising with advisers on a regular basis to work on cases and provide updates
-Prioritising workload in order to meet all deadlines
-Occasionally taking on project work and assignments
-Any other administration based duties that are considered appropriate to the role
-Person specification:

-Good knowledge across all advice areas (investment, pensions, protection but not mortgages)
-A very strong interest in compliance and willingness to perform compliance support role
-Excellent interpersonal and communication skills
-Good understanding of the financial planning process and a knowledge of the financial services industry
-Excellent report writing skills and have a high technical knowledge
-Good I.T. skills, ideally knowledge of Adviser Office and Analytics from Financial Express
-Be able to plan and prioritise your own workload and work with minimum supervision
-Ability and willingness to take personal responsibility in Director/Adviser support role
-Able to work as part of a team
-Relevant industry experience

What the client would like.

In order to be put forward for this senior Paraplanning position, candidates need to have -

-Level 4 Diploma qualified
-Passion for Paraplanning at a senior level
-Previous experience within a fast-paced IFA Practice
-High level of analytical capability and good communication skills

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34641548

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