Paraplanner

Paraplanner - Marlow

Type of Position:
Paraplanner - Marlow

Pay: £35,000 - £48,000

Reference: #3177725

Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.

Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients.

Key Responsibilities:

• Conducting extensive research and providing Advisers with technical assessments and reports.
• Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
• Produce technical and compliant suitability letters.
• Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
• Manage complex cases and find solutions to technical problems
• Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
• Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
• Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
• Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
• Help highlight operational areas of improvement and assist with any changes made.
• Take an analytical approach to making client recommendations and use good data skills to support these.
• Translate complex information into easy-to-understand client correspondence
• Ensure all work meets all compliance, high ethical standards and reflects the company values
• Contribute to the team’s work enjoyment, growth, and success

The successful candidate will have experience of the following:

• Complex IHT and Estate Planning
• VCT, EIS and   Products
• Pension/retirement planning
• Carry forward and lifetime allowance calculations

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