Paraplanner

Responsibilities

• Analyzing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;
• Providing high quality technical, administrative and research support to the Advisers;
• Undertaking whole-of-market research as required, including investments, pensions and protection plans;
• Undertaking research for asset allocation on clients' existing portfolios, quantifying and analysing those clients' existing investments;
• Liaising with the Regulatory & Technical team to ensure the advice is compliant;
• Be able to prioritise work in your queue by liaising with advisers on a regular basis;
• Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;
• Building strong and effective working relationships with other teams in the firm and third party product providers;
• Attending and contributing to meetings – both internal and external;
• Ensuring that all client records and data are maintained accurately and efficiently;
• Participating in ad hoc projects and tasks as and when required.

• CII Diploma in Financial Planning (as a minimum);
• The ability to produce comprehensive, accurate, and clear recommendation reports;
• Experience in analysing clients' circumstances and objectives in order to provide suitable holistic financial advice;
• Proficiency in complex report writing;
• Experience liaising with third party providers;
• Excellent grammar, spelling and punctuation skills;
• Excellent interpersonal and communication skills;
• A high standard of personal organisational and time management skills;
• Experience with in Private Wealth Management;
• Experience of working to targeted service standards and procedures;
• A good working knowledge of regulatory requirements;
• Ambitious and goal-orientated;
• Evidence of continual learning and development of skills and knowledge;
• Experience of working unsupervised with a high level of self-motivation;
• Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.