Senior Paraplanner

Our client is a very well respected Chartered Financial Planning firm in Alderley Edge, they are currently recruiting a Senior Paraplanner to provide high quality technical support to the Financial Planner before, during and after Annual Planning Meetings and maintain the client relationship in the interim periods.

• Management of client relationship between meetings
• Ensure company processes adhered to. Challenge financial planner if required.
• All FP aspects of Voyant client records up to date, well annotated and understood
• Curo kept up to date with any changes that affect the client’s financial plan.
• Responsible for the accuracy of any client-facing systems

• Ability to demonstrate ownership and independence in previous roles
• Ability to manage own workload and prioritise work effectively
• First class technical expertise in a range of different areas of advice.
• Level 6 qualification desired (Chartered / Certified etc)
• Superb technical knowledge of Financial Services products
• Have experience of using the Voyant Financial Planning software
• Knowledge of financial planning as distinct from financial advice

• To read, digest and assimilate information.
• Eye for detail and accuracy
• Highly organised, methodical, analytical and disciplined
• Solutions, not problems orientated
• Excellent verbal and written communication skills Interpersonal skills to develop and maintain client trust and inspire confidence
• Cashflow modelling experience (Voyant preferable)
• Systems Experience – Curo, FE Analytics, O&M Pension Profiler, Genovo, Exchange/Assureweb, Defaqto
• Excellent IT skills, particularly Excel, Word and Powerpoint.