Senior Paraplanner

About the firm

A well-established, independent chartered financial planning firm situated in West Sussex. We are a team of natural-born helpers, who take great pleasure in helping clients and becoming an integral part of their success story. We believe that every one of us should be able to look back on our lives with no regrets, having made the most of the opportunities given to us and having fulfilled our most important goals and aspirations; not just for ourselves but also for our loved ones and the causes we care most about. Clients come to us confused by their finances, daunted by the decisions that they face and held back by the uncertainties of life. Often, they have an existing adviser who hasn’t understood them, hasn’t been there when they needed them or has simply reached the limit of the service that they can offer. By empowering our clients, removing anxieties, and giving them confidence, we transform their finances from being an obstacle, into a launchpad for their future lives. Your finances should work for you not against you! We build a deep and detailed understanding of our clients’ lives, their feelings and attitudes, concerns, goals and dreams. Their hopes for their families. We take a 'helicopter’ view of their lives and then stand shoulder to shoulder with them, guiding and helping them through important decisions and enabling them to plan a more fulfilling future with a newfound confidence.

Opportunity Overview

We have a rare opportunity for an experienced IFA Paraplanner to join our amazing team and progress their career as a key player in delivering an exceptional service for our clients.

Having the right character and attitude to work is essential. We are looking for a bright individual with a positive, can-do approach to work. You must have an optimistic outlook and excellent communication skills. We specialise in delivering bespoke financial planning, tax planning and wealth management solutions for our high-net-worth clients. The right applicant will have a natural tendency to seek out opportunities to help others and will take pride in their work.

We offer a competitive basic salary, with structured pay rises offered after successful completion of your six-month probation period, for gaining additional qualifications, and upon obtaining chartered status.

The hours of work are Monday to Friday 9am - 5pm with 1 hour for lunch.

You would receive 20 days holiday per annum, plus bank holidays and additional days over the Christmas and New Year period when we shut the office.

Responsibilities:

The successful candidate will:

• Work side-by-side, closely co-ordinating work with our two financial planners and client service team, providing high quality and efficient paraplanner support in a fast-paced environment.
• Independently research and produce letters, suitability reports and financial plans. These must be written in a clear, jargon-free way, and be highly
  individualised.
• Undertake appropriate research and analyse data to identify compliant solutions and lay out recommendations, enabling clients to achieve their life
  goals.
• Attend client meetings when required. This could include you presenting your findings.
• Manage the onboarding of clients, co-ordinating with the financial planners and client support team.
• Understand compliance requirements and be dedicated to ensuring all files and documents are compliant.
• Act as a point of contact with clients, providers and solicitors dealing with technical matters that may arise.
• Maintain accurate record-keeping of all communication with clients and third parties.
• Prepare review meeting paperwork.
• Be IT proficient with the ability to use different software packages to analyse data and propose client solutions.
• Maintain high technical knowledge relating to products and services, developed through on-going training and exams.
• Support the whole team in moving the company forward, highlighting and presenting areas for improvement and implementing innovative ideas.
• Help to train and support the client service team where required.
• Be willing to get stuck into any role within our office to be a key player in our team.

Skills and Qualifications

• Ideally chartered or working towards chartered status with a minimum CII Level 4 Diploma in Financial Planning, or equivalent.
• Minimum of 3 years senior paraplanner experience.
• Up-to-date knowledge of pensions, investments, and tax planning including IHT and CGT.
• Excellent report writing/written skills.
• Experience of cashflow forecasting.
• Have a positive, can-do attitude, happily embracing change.
• Excellent interpersonal and communication skills with the ability to deliver a first-class service for our clients.
• Self-motivated, independent, and able to problem solve with an analytical mindset.
• Excellent attention to detail.
• Be organised and able to work to timescales.
• Be resourceful and enjoy finding information and solutions.
• Maintain an accurate and well organised to-do list.

We are committed to the development of our team and exam success will be rewarded with salary rises. All qualifications undertaken, including supporting material, will be funded by the company.