We are recruiting on behalf of a privately owned financial planning and investment management firm, committed to providing high-quality services to private clients, trusts, and smaller institutions. Founded twenty years ago, the company has grown both organically and through select acquisitions. Initially focused on investment management, they have since prioritised financial planning, making it central to our client relationships.
Today, they manage and advise on over £3 billion in client assets, achieved through a combination of organic growth and strategic acquisitions. All in all, an exciting company to be part of.
We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability 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
Essential attributes the successful candidate should possess
The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business:
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 are 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
The benefits for you: The salary is £35,000 - £45,000 depending on experience, alongside 28 days’ holiday (plus bank holidays), life assurance, income protection and a pension, alongside access to our flexible benefits platform. Just as importantly, you’ll get to experience their culture, which they really do live and breathe ensuring they offer a fantastic place to work for every single one of their 230+ people. The company works hard, but certainly have an awful lot of fun along the way.
Give Liam a call today to discuss the role in detail and learn more about this great company and opportunity.