Senior Paraplanner

Other

03/08/2020

Senior Paraplanner

Senior Paraplanner.

Job Description

• Provide full technical support to IFA team

• Assist in delivery of bespoke solutions to advisory and DFM clients

• Advanced technical report writing

• Dealing with WRAP platforms and product providers to obtain information about existing and new investments

• Undertake research independently and with an IFA to identify suitable solutions that meet clients needs and objectives

• Carry out in depth product research and analysis and prepare comprehensive financial planning reports

• Undertake reviews of portfolios and compile annual suitability reports

• Use FE analytics to research and analyse fund performance, volatility and risk

• Prepare cash flow plans for clients and incorporate system outputs into reports, assisting with their presentation in client meetings

• Carry out tax calculations, ensuring the correct advice is given

• Assist in meeting preparation

• Handle client queries

• CPD requirements maintained

Tasks

• Receive work from team and ensure requirements and timescales are understood and met

• Liaise with clients and team to analyst client goals, needs, objectives and circumstances

• Update paraplanning spreadsheet

• Attend weekly paraplanning team meetings

• Deal with action points from client review process

• Update appendices in report templates

• Carry out extensive research and select appropriate financial solutions

• Implement financial solutions

• Prepare and issue suitable and compliant financial planning reports

• Undertake reviews of and analyst client portfolios to compile annual suitability reports

• Assist in the presentation of recommendations to clients as required

• Liaise with investment team

• Use FE analytics to research and recommend

• Use Plan lab for cashflow planning

• Prepare tax calculations

• Assist with meeting preparation

• Manage client portfolios using wrap platforms

• Liaise with product providers to obtain info on existing and new investments

• Handle client queries in line with...

  • Employment
    Full-time

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Hiring company

Nelson Scott LLP

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