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