We are currently recruiting for a well-regarded Financial Planning company that are looking for a Paraplanner to join their team in Witney. They are ideally looking for someone who has 2 years within a Paraplanning role.

Main Purpose of the Role:

• To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser
• To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)
• To provide support to the adviser team on technical matters

Duties and Responsibilities:

• Production of new business reports and recommendations
• Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs analysis
• Liaise with Business Administration for any additional information required
• Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers
• Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans
• Construct appropriate solutions for clients and make recommendations in conjunction with the advisers

Skills and Knowledge Requirements:

• Willingness to undertake study
• Ability to manage own workload and work within a small team
• Knowledge of business processes, standards, policies and procedures
• Experience within the Financial Services Industry
• Exceptional communication skills at all levels
• Excellent organisational skills
• Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
• Ability to work under pressure at times
• Provide leadership for the team
• Ideally at least 5 years’ experience in the financial services industry of which a minimum of 2 years has been in a Paraplanning role within a firm of financial advisers
• Produce Technical Bulletins for website and client emails