2 months ago
Paraplanner based in Buckinghamshire with a well established Wealth Management company, competitive base salary plus a good benefit package.
The ability to work with advisers to extract the information required to prepare financial plans and recommendations
The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required
An understanding of investment risk and the ability to construct recommendations consistent with a clients agreed risk appetite.
The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
Excellent report writing skills
Qualified to Diploma Level or near.
To provide paraplanning support to one or more advisers, which includes, but is not limited to, the following:
To help provide solutions to clients needs and give them a service which surpasses their expectations
Dealing with day to day client and provider enquiries
Preparing for client meetings including checking that all compliance paperwork is present.
Attending client meetings and taking minutes
Analysing and Interpreting data obtained during client meetings
Analysing client's existing products to determine whether they meet the client's current objectives
Preparing product comparisons for analysis by adviser
Preparing cashflow plans using Voyant Software
Preparing draft recommendation reports ensuring they meet clients objectives
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.