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Salary Competitive
Type Permanent
Sector UK & Regional
Job Reference UK02/MAS/27450
Contact Mark Singleton
Date posted 15-11-2017

Paraplanner £35,000 - £40,000 + bonus/benefits
Key purposes
To support and assist our Financial Planners in the delivery of bespoke solutions to our clients as part of the financial advice process.
To contribute to the increase in profit for the fee earners and business owners.
To continuously improve and maintain client service levels in accordance with best business practices and in line with regulated guidelines.
To support the financial planner in the development of valuable and long term business relationships with clients.
As part of your duties you will
• Assess clients goals, needs objectives and circumstances
• Identify gaps requiring more information
• Carry out research and analyse products and services that are appropriate to each client’s financial circumstances
• Consider opportunities and constraints
• Prepare clear, suitable, compliant reports
• Complete reviews of clients’ portfolios
• Ensure compliant paperwork is on file
• Effectively use research and planning systems such as Analytics, O&M, CashCalc and various wrap platforms.
• Maintain industry awareness, compliance and regulatory developments
• Develop productive working relationships with colleagues
Skills Required
• Knowledge and experience of Financial Planning
• Knowledge of Compliance issues
• Ability to gather & record evidence
• High attention to detail & accuracy
• Ability to manage time, prioritise and organise effectively
• IT Literate
• Relationship Management, excellent people and listening skills
• Report writing experience
Experience required
We require all our Paraplanner’s to have experience within a Paraplanning role and a CII Level 4 Diploma in Regulated Financial Planning qualified or with a specific plan in place to achieve this qualification.
As one of the most progressive independent advisory firms in the UK, we offer an opportunity for our people to develop their careers within a challenging and dynamic work environment. We are always interested in hearing from talented individuals to join

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Contact Mark about this job

VP, Consultant