Published
    26th April 2021
    Location
    Milton Keynes
    Job Type
    Salary
    £35,000-£40,000

    Description

    We are currently recruiting for a Financial Planning practice in Milton Keynes who are looking for a Senior Paraplanner to support their team of successful IFA's.

    Role

    • To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Advisers
    • Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning
    • Advanced technical report writing
    • Dealing with wrap platforms and product providers to obtain information about existing and potential investments
    • Undertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectives
    • Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process
    • Undertake reviews of client portfolios and compile annual suitability reports
    • Use FE Analytics to research and analyse fun performance, volatility and risk
    • Prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings
    • Carry out tax calculations to ensure correct advice is given, where appropriate
    • Assist with the preparation of client meetings, emails, letters and documentation as part of the advice process
    • Handle client queries and help service existing clients on a daily basis
    • Maintain awareness of legislative changes and product developments bu undertaking suitable CPD activities e.g. attending seminars/workshops

    Ideal candidate

    • Previous industry experience as a Paraplanner with technical report writing experience within an IFA firm
    • At least Diploma Level 4 qualified. Advanced level exams in investments and pensions will be an advantage, along with working towards Chartered status
    • Can demonstrate a sound technical knowledge of the financial services industry across a full range of investments, pensions, retirement solutions, protection and IHT planning
    • Experience of wrap platforms and main tax wrappers
    • Excellent written/verbal communications skills, as well as organisation skills
    • Experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team
    • Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals
    • Able to use own initiative and has a 'can do' work ethic
    • Ability to cope well in a busy working environment and manage own case load
    Apply
    Optional Cover Letter
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