Paraplanner (Client facing)
Sevenoaks, Kent
C £45000 - £50000 + Bonus/Benefits
The Opportunity
Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input, and full support is given for personal growth/development. You will be diploma qualified, but every assistance will be given for you to achieve Chartered status as quicky as possible.
The Role
As the Paraplanner, duties will include (but not be limited to):
Conducting research based on meeting clients financial needs and objectives
Understanding investment portfolio analysis
Compiling investment/pension/protection illustrations and documentation
Creating and preparing technical suitability reports
Ensuring FCA regulations and compliance are met
Supporting with ad hoc projects and tasks where required
Reviewing and understanding existing scheme information from providers.
Using research tools / systems to complete detailed analysis – FE Analytics
Voyant cash flow modelling
Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
About you
- Experience in a senior paraplanning or technical role gained within an advisory practice
- Qualified to a minimum of diploma standard, with a desire to continue towards Chartered status
- Overall knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.
- The ability to understand and interpret a cash flow forecast and summarise the key points
- An understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience
- The ability to interpret complex planning into clear and concise reports
- Able to understand and apply FCA suitability requirements
- Competent using and presenting with FE Analytics and Voyant software
- Experience of, and being comfortable participating in client facing meetings with advisers
In summary
This is a fantastic opportunity for a talented, professional Paraplanner looking to join a successful yet growing Chartered IFA practice which will fully support you to achieve chartered status in due course and become a valued member if a highly talented business
If this is opportunity is of interest, please either call Jim Maddison on 07976 428618 or send a copy of your CV to jim.m@financialdivisions.co.uk
