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Home Base Paraplanner - Farnborough

Location: FARNBOROUGH, HAMPSHIRE Salary: 34000 - 39000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 13 days ago Reference: 3048526
My client a leading Wealth Planning firm and iconic in the Industry in offering a fantastic client proposition with HNW individuals and Corporate, is actively looking to recruit a skilled Diploma Qualified Paraplanner to join their Team of Paraplanners in their Head office in Farnborough.  This is a fabulous role for a skilled Paraplanner and to be considered you must be able to demonstrate a strong ability to write technical reports. The client rewards talented individuals and you will be recognised for your skills and ability and enjoy a fantastic benefits package. 

The Paraplanner will be responsible for:

• Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines (OPAL) to make sure ALL aspects of the client financial needs are clearly documented, challenging the consultant where appropriate to enable them to research suitable whole of market advice based on the information provided. As part of this the role holder will be expected to challenge gaps and justifications with consultants where appropriate.
• Using research tools to ensure independent/holistic advice is provided to the client in line as requested by the HNW Private Client Consultant.
• Liaise with consultants and other parts of the Business, plus third parties for additional information to support the recommendations for the clients, with the ability to challenge/agree requirements to enable the paraplanning activities are performed in a timely and quality manner.
• To prepare draft suitability reports within an agreed timescale for the client based on the information received/researched, for final approval by the consultant, using technical knowledge and experience plus compliance approved templates/standard paragraphs (where they exist) and soft facts including justification for advice.

Excellent planning and organisation skills will be required with the ability to analyse and document client needs clearly in a timely manner to meet agreed service levels to ensure that we are operating a commercial service plus meeting personal targets.

As part of the role there will be the need to :

• work as a team
• Mentor others in specialised areas where requested
• Contribute to change management initiatives affecting the immediate role to constantly improve and influence efficiencies both in and outside of the team.
• Maintain management information to track activity for both themselves and consultants using Enquiry Tracker (internal system) and the Paraplanning worklog.


To be considered you must be able to demonstrate the following:-

- Currently working as a HNW Paraplanner for a Wealth Planning Company
- Minimum Diploma Qualfied
- Keen to work towards Chartered Status in Paraplanning

In return our client offers a fantastic salary and benefits package and are a fabulous company to work for. 

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