Paraplanner (Marlow, Bucks) £Exc
Our client, an award-winning Chartered Financial Planning firm, based in Marlow, Buckinghamshire, is looking to recruit a technically competent Paraplanner to work closely with Financial Advisers, clients and the wider support team. The company provides bespoke Wealth Planning Advice to both established and new HNW clients. The company holds Corporate Chartered Status, awarded by the CII and is committed to providing the highest levels of service.
The role involves hybrid working with at least three days a week in the office (Marlow, Buckinghamshire).
Roles & Responsibilities
Conduct extensive research and provide Financial Advisers with technical assessments and reports.
Conduct in-depth meeting preparation work, attend client meetings (where appropriate) and produce follow up reports & analysis, answering any specific client queries.
Produce technical and compliant suitability letters.
Manage complex cases and find solutions to technical problems.
Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
Act as a mentor for more junior members of the team.
Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
Help highlight operational areas of improvement and assist with any changes made.
Take an analytical approach to making client recommendations and use good data skills to support these.
Translate complex information into easy-to-understand client correspondence.
Obtain a selection of product quotes including personalised illustrations / key features documents / product literature / fund factsheets.
Review existing portfolios and client cash holdings on platforms.
Experience & Qualifications
The successful candidate will:
be at least Level 4 – CII Diploma qualified (essential), but preferably Level 6.
ideally be a pension transfer specialist (CII AF7), but not essential.
ideally have a minimum of 5 years’ experience in a similar role.
take ownership of their work.
be professional in manner and appearance.
be used to working to deadlines with a high degree of accuracy.
Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.