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Technical Paraplanner

Location: EASTLEIGH, HAMPSHIRE, UNITED KINGDOM Salary: 30,000.00-45,000.00 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 7 months ago Reference: X3-242056

Wealth management practice who have reaped nothing but success over the years are expanding their team further. My client is looking for a true professional to work one to one alongside the Managing Director providing a first class technical paraplanning function to their client bank.

Individuals will be highly analytic, have a fine eye for detail and have brilliant report writing skills. You will portray a professional manner and be strong willed and passionate about the work you carry out. You will have experience working in a whole of market paraplanning position and be confident to hit the ground running. Ideally as a minimum you will hold the Level 4 Diploma in Financial Planning and be looking to achieve Level 6 Chartered status.

In return you will provided with a fantastic working environment in a large team of highly skilled financial planning professionals. A competitive salary plus excellent benefits and full study support.

Duties

  • Technical meeting preparation of client files ahead of meeting and preparing Agenda/meeting content with Business Owner.
  • Viability assessment of cases prior to meeting with selected clients and any compliance issues the Business Owner should be aware of ahead of meeting.
  • Working with business owner on advice structuring for complex clients, where appropriate.
  • Agenda preparation based on research for client meeting with Business Owner.
  • Attendance at client meetings, as selected by Business Owner.
  • Issuing follow up email/letters from client meetings where investments have been agreed.
  • Inputting and management of cashflow planning modelling for client meetings/presentations.
  • Dealing with all technical actions arising from client meetings.
  • Dealing with all incoming client technical queries by both telephone and email
  • Creating advice sets, illustrations and documentation. Uploading appropriate documentation to Swift.
  • Preparation of all Suitability letters, including transfer/replacement, drawdown and EIS/VCT letters, using all BAU checklists to keep quality high.
  • Preparing a compliant CFR, when submitting a case via Swift, using appropriate checklists.
  • Reviewing ceding scheme information collated from Junior Paraplanner, preparing critical yield calculations and general sense checking.
  • Preparing, CYC, LTA and pension shortfall calculations.
  • Processing all EBS applications for complex/transfer investments/pensions
  • Preparing sign-up meeting packs for all transfer related meetings.
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