Paraplanner

Other

05/09/2020

Paraplanner

Paraplanner.

Our client is a fast growing, nationwide wealth management firm who pride themselves on the rewarding experience they offer to their clients in order to support them in achieving their financial goals. Due to an internal promotion, the business is looking to hire a proactive, analytical Paraplanner with exemplary people skills to work from their Amersham Office. The purpose of this role is to support clients by reviewing and analysing financial plans that will best benefit those individuals. You will be supported by a dynamic and committed administration team so you are able to focus on the experience your clients receive. This role requires a Level 6 Diploma in Financial Planning, with existing experience as Paraplanner. In return, my client can offer you genuine career progression opportunities and a comprehensive benefits package. Responsibilities: * Check all compliance paperwork is present * Confirm client risk profile is determined * Discuss client objectives * Compile draft net worth statements * Implementing and preparing recommendations * Identify areas for planning * Undertake research to identify suitable solutions to meet the client's needs * Prepare information and comparisons for analysis * Consider current and future allocation of assets for investment strategy with regard to client risk profile * Prepare draft recommendation reports * Prepare suitability letters * Make changes to clients' investments as instructed * Implement the chosen investment strategies * Act as main point of contact and deal effectively with queries from clients * Establish and build strong relationships with clients * Organise future planning meetings * Review investment portfolio Skills & Experience: * Level 6 Diploma in Financial Planning is essential * Previous experience working in a Paraplanning role * Ideally you will have significant technical knowledge * Experience working with Investments and Trusts would be extremely advantageous * Excellent communic...

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