Our client based in Northampton are seeking an experienced Senior Paraplanner to work closely with the financial planning and support teams to develop comprehensive financial plans for their clients.
Responsibilities:
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Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
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Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
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Prepare cash flow reports and presentations for client meetings.
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Research and stay up to date on industry trends, products, and regulations.
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Collaborate with financial advisors to implement and execute client strategies.
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Maintain accurate and detailed records of client information and communications.
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Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
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Assist in the preparation of recommendations and complex calculations.
Essential Requirements:
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Level 4 Diploma qualified.
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Minimum of 3 years of experience in an IFA firm.
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A detailed understanding of pensions, investments, protection, and tax planning.
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Strong analytical and problem-solving skills.
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Excellent attention to detail and organizational abilities.
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Proficiency in financial planning software and Microsoft Office Suite.
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Ability to work independently and as part of a team.
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Excellent communication and interpersonal skills.
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Highly skilled and detail oriented.
Desirable Requirements:
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Cert (PFS) Paraplanning qualification.
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Efficiency and experience using Intelliflo planning and intelligent office.
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Experience using the Novia/Wealth time and James Hay/Nucleus platform