Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis.

As Paraplanner you will provide support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process. 

Role Responsibilities:

• Contribute to the increase in profit for the fee earners and business owners
• Continuously improve and maintain client service levels in accordance with best business practices and in line with regulated guidelines
• Support the financial planner in the development of valuable and long term business relationships with clients
• Liaise with clients and financial planners to collect relevant information
• Liaise with the client’s existing providers to collect information
• Prepare information for analysis
• Assess clients’ goals, needs, objectives and circumstances
• Consider opportunities and constraints
• Identify gaps requiring more information
• Develop financial strategies for clients
• Research appropriate products
• Document and display all evidence
• Prepare suitable and compliant reports
• Implement the strategy by setting up appropriate products
• Ensure compliant paperwork and files
• Set up and maintain systems for control and review
• Maintain industry awareness and interpersonal skills

Key Skills & Experience:

• DipPFS (Level 4) is desired for this role.
• Technical knowledge and expertise relating to financial products and services, processes, procedures and regulations in a financial planning environment.
• Knowledge and experience of financial planning.
• Relationship management
• Knowledge of compliance issues
• Ability to gather and record evidence
• Report writing
• IT and presentation skills
• Independent thinking
• Ability to prioritise
• Attention to detail
• Analytical
• Problem Solving
• Ability to articulate complex material in a clear manner

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.