Job Ref: 213281141

Date: 2021-03-02 20:21:58

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We are seeking an experienced Paraplanner for a fantastic IFA Practice about 10 miles outside of High Wycombe.

The Company

Our client are a progressive firm of Independent Financial Advisers which has established successful business relationships with firms of Accountants and Solicitors.

Offering clients strategic financial planning on Investment, Pension, Insurance and IHT, you will be located within a modern office in a great location conveniently close to J5 of the M40. The business has an excellent reputation for quality and is looking for a motivated individual to join the team and assist with the further growth of the company.

The role

Working as Paraplanner, you will be reporting to the Paraplanning Manager, responsible for providing high quality technical support with a good standard of literacy, written grammar and numeracy. Day to day duties will include, but not be limited to:

* Fund and product research

* Writing bespoke and compliant suitability reports

* Preparing client portfolio review analysis

* Overseeing the implementation of investments

* Cash Flow Modelling

* Attending client meetings

* Receiving instructions during debriefings from advisers following client meetings.

* Interpreting data obtained by advisers during client meetings.

* Analysing data and using research tools to provide solutions to meet client needs and objectives.

* Consolidation of client needs and objectives, recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.

* Carrying out all tasks in a manner consistent with compliance procedures.

* Preparation of existing client files ready for reviews.

* Ensuring all client files are compliant on an ongoing basis

Requirements for this role

* To be considered for this position, you will have a sound working knowledge within the Financial Services sector, across the full range of products, including investments, pensions, retirement solutions and both personal and business protection.

* You will have good report writing skills with the ability to conduct research in connection with protection, investment and pre/post retirement planning.

* You should have experience in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team.

* You will also be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.

* You will be computer literate with the ability to use Microsoft Office.

* You will be at least Level 4 diploma qualified with a minimum of 3 years paraplanning experience.

This is a fantastic opportunity to join a successful and highly reputable practice, who in turn offer full support and excellent benefits.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.

Please note

All applications received will be dealt with in the strictest confidence

Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities

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