Senior Paraplanner

My client are a highly prestigious, independently owned and award-winning wealth management firm servicing clients throughout the UK with over £9bn in AUM.

Since the 90s, they have been advising clients how to save, plan and invest for their families and futures. In a time when many businesses are moving to digital-only services, some of their greatest assets include the collective expertise of their people and the personal nature of the service they provide.

They also pride themselves on being innovative in their approach, as they always look for new and distinctive ways to improve the service they offer to clients.

They now have an opportunity for a Senior Paraplanner to join their Wealth Management division to assist Wealth Managers with the delivery of Wealth Planning services to new and existing clients, through the production of wealth planning reports. The Senior Paraplanner will also be involved with the supervision and development of Trainees within the team.

Responsibilities

• Communicate with Wealth Planners and Financial Planners to ensure all required information for report production is obtained in a timely manner.


• Ensure product research is kept up to date.


• Ensure that Technical Support Team workflow is efficient and managed effectively.


• Production of client reports within agreed timescales.


• Attend follow up meetings with Wealth Planners & Financial Planners to present solutions / cash flow models. Assist Wealth Planners & Financial Planners with all aspects of presentation meeting, including being sufficiently prepared to handle client questions and potential objections.


• Obtain and prepare paperwork required for client meetings and business submission.


• Deal with all forms of client communications (where needed). Ensure that clients are fully updated on planning progress with contact at least every 10 working days via Wealth or Financial Planner.


• Working alongside Paraplanning Manager - manage and develop Trainee Planners assigned to Technical Support Team by providing appropriate training inputs.


• Ensure technical knowledge is kept up to date across all areas of Planning. Provide regular legislative and regulatory updates to the team. Produce proposals on how to adjust process for any changes, if appropriate. Produce and keep up to date collateral on any topic.

Experience

• Will hold a level 4 CII DipPFS qualification


• Will have a minimum 2 years of industry experience in a paraplanning role


• Will be able to demonstrate the ability to undertake the full range of financial planning analysis/reporting


• Experienced in most areas of advice including:
  
  
  
  • Tax Efficient Investing including use of GIAs, ISAs, SIPPs, Offshore Bonds, Loan Trusts, Discounted Gift Trusts & Family Investment Companies (desirable)
  
  
  • Retirement planning
  
  
  • Estate Planning/Inheritance Tax Mitigation and Use of Trusts
  
  
  • Non-Domiciled UK Residents
  
  
  • Cash Flow Modelling (Voyant)
  
  
  • Life Insurance