My client is a successful wealth management Practice who is seeking an experienced Paraplanner to join their team
Duties as followed:
Researching and writing suitability reports when required
Supporting the paraplanners and able to cover their workload when they are out of office
Developing sales proposition by spotting gaps in the ‘service offering’ and working on improvements
Developing, training and providing guidance to team members, especially para planners.
Reviewing template suitability reports and creating new ones in new product areas
Updating product panels on a quarterly basis.
Doing project work including in depth research and analysis and recommendations
Due Diligence work on providers of certain products e.g. VCT and EIS.
Dealing with clients’ technical queries and providing generic guidance in the absence of IFAs.
Skills / Experience Required:
Must have Level 4 diploma in financial planning
Excellent planning skills including report-writing skills
Good technical skills and technical knowledge of advice and product options
Able to develop the para-planning team and supervise workloads
Good understanding of compliance issues
Time management and accuracy skills
Good communication skills and ability to work on own initiative when required