11 Oct
Page Personnel
Fareham
Job description
- My client in Whiteley is looking for a Paraplanner.
- Excellent salary and benefits (hybrid working) to the successful candidate.
About Our Client
My client is a privately owned financial planning and discretionary investment management house. They arededicated to providing a high-quality service for private clients, trusts, and smaller institutions.
The business was founded in 2004 and has grown organically and through a small number ofcarefully integrated acquisitions.
Originally the business started out as an investment manager and hasnow developed the financial planning side of the offering, putting this at the forefront of the clientrelationship.
Today they manage and advise on over £4.5 billion of client assets, acquired through a combinationof organic business growth and corporate acquisitions.
Job Description
My client is recruiting an experienced, high calibre Paraplanner, who can demonstrate a background ofproviding high level technical paraplanning including the production of cash flow models and highqualitysuitability report.
The role will report to a paraplanning team leader, and the key areas of responsibility are as follows :
- Analyse client information and existing investments / policies
- Tax calculations
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
- Write suitability reports for cases of varying complexity
- Run cashflow models for clients
- Be a point of contact for technical queries for CS and advisers
- Communicating with clients on research and report time scales
- Attend client meetings where required
- Helping to train other members of the team
- Potentially getting involved in some project work to further improve our systems and processes
- Leading Pod meetings
- Undertake peer reviews for the paraplanning team
The Successful Applicant
- Demonstrate a strong technical knowledge and understanding of all financial products
- Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status
- Have a minimum of 3 years' experience within a paraplanning role
- Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
- Have a good attention to detail
- Be a good team player
- Excellent communication skills, both verbally and in writing
- Be comfortable with working in a fast-paced environment
- Be organised and able to manage a busy workload
What's on Offer
An excellent salary and benefits package is available to the successful candidate. The business prides itself on the development of its staff, through further training / studies and progression.
▶️ Paraplanner - 2 days in office
🖊️ Page Personnel
📍 Fareham