Senior Paraplanner - Cameron James : Job Details

Our client has been providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further senior Paraplanner.

This is an amazing opportunity to join a truly dynamic team.

Role and Responsibilities

• Responsible for all paperwork, meeting preparation and activities for a dedicated list of private clients.
• To provide research support and solutions to the Financial Planning team.
• Preparation of compliant advice reports, letters, and recommendations.
• Liaising with the Financial Planner and Investment Team to provide recommendations and solutions.
• Ensure all recommendations meet with company standards.
• Complete calculations such as carry forward, Inheritance Tax, CGT etc.
• Responsible for timely preparation of content & identify planning requirements for annual PSA review meetings.
• Attendance at client meetings with the adviser - completing the detailed meeting file note.
• Preparation and presentation to clients of cash flow models using Voyant software.
• Assisting with the preparation / review of compliance documentation.
• Attend weekly task meetings with advisers to provide updates on ongoing cases.
• Bi-weekly Team meetings to review and agree priorities and workloads.
• Peer review and assisting with training of trainee team members.
• Completion of own CPD within an agreed Training & Competence programme.
• Improvement of own knowledge and skills on a continual basis via professional qualifications.
• Assisting the financial planning administrator as needed and in consideration of a risk based approach (ie: more complex cases will need more experienced intervention). This will involve various tasks such as:

o Liaising directly with clients and product providers.

o Seeing new business through to completion.

o LOA research and resulting reporting.

o Dealing with client queries and post meeting tasks

o Ensuring the financial planning administrator has all the information needed to prepare new business and reporting documentation ahead of meetings.

Desired Skills and Experience

• Minimum 5 years working experience in a similar paraplanning role.
• Have a "Can-do" attitude.

• Minimum Level 4 qualification
• Prior experience working as a paraplanner for HNW private clients.
• Using a range of software including Outlook, Word, Excel, Xplan, Powerpoint.
• A strong working knowledge of Voyant (cash flow modelling tool).
• The ability to manage own time and work to deadlines.