We are currently recruiting for a highly successful Financial Planning practice in Cambridge that are looking for a Senior Paraplanner to join their team in Cambridge.

The company has been providing high-quality financial planning and bespoke investment advice to clients across East Anglia.

They have committed to a high level of ethical and professional standards, they also develop their staff to give them the best knowledge and skills possible. They are dedicated to providing excellent standards of customer service, professional tailor-made advice and long-term client relationships.

This company has been one of the New Model Adviser's Top 100 financial planning firms for the last two years.

They offer investments on an advisory of discretionary basis, giving their clients a flexible solution.

Duties

• 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 fund 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
• Assist with 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 development by undertaking suitable CPD activities e.g. attending seminars/workshops

Requirements 

• 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 communication 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