Senior Paraplanner
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| Job Type | Permanent Full Time |
| Location | London |
| Area | Central London, England |
| Sector | Financial Services - Paraplanner |
| Salary | £50000 - £60000 per annum |
| Start Date | ASAP |
| Advertiser | remoteapi |
| Job Ref | V-34102-1 |
| Job Views | 77 |
- Description
- My client is widely referred to as the ‘go-to’ company for retirement planning for doctors across the UK. They provide impartial advice whether you work within the NHS, private sector, independent sector or a combination of all three. At the start of a 10-year growth plan, they are looking to hire a new member for their Technical support team with development to Advisory or Technical Specialist.
Overall purpose of role
The Senior Assistant Financial Planner (SAFP) works closely with the Financial Planner and is a core part of the advisory process for clients. The SAFP provides essential administrative and technical support as required to ensure client advice is accurate and appropriate for their needs. In many regards, the SAFP is the central function of the company, and works with all areas to ensure the smooth and effective handling of client matters. The role of a SAFP is the highest technical post in outside of Financial Planners and is viewed as a technical expert.
Main duties and responsibilities
Support to Financial Planners- Carry out technical analysis and calculations, providing recommendations on financial services products.
- Carry out technical analysis and calculations, providing recommendations on NHS pension strategy.
- Assist with drafting full suite of client reports.
- Attend client meetings with Financial Planner.
Client liaison- Communicate with clients by phone, email and letter as necessary.
- Review all necessary paperwork for client meetings.
- Attend client meetings, providing technical support where needed.
- Ensure reports are “client-friendly”, written in an accessible and plain English manner.
Third parties- Supervise Client Services in the accurate gathering of all information required for us to complete technical calculations and plan analysis in order to give advice.
- Instruct investment custodians in a timely and accurate manner retaining oversight until completion.
Internal- Ensure client records are up to date and filed correctly in accordance with current Company structure.
- Follow the quality assurance process to maintain a high standard of work and develop a good relationship with the Risk and Governance team.
- Liaise with Client Services regularly, ensuring that they follow instructions and complete tasks in a timely manner with a high degree of accuracy.
- Maintain and provide management information as required.
Management and mentoring- Act as a role model for AFPs and JAFPs.
- Provide guidance, advice and mentoring for AFPs and JAFPs as required.
- Deliver formal training.
Professional qualifications
Essential (technical):- Chartered status (or very close to achieving).
- 3-5 years’ experience in a paraplanning capacity as a minimum.
- Good academic qualifications in an analytical discipline.
