Senior Paraplanner

2 weeks ago

East Sheen, Greater London, United Kingdom Jenson Fisher Consulting Ltd Full time
My client is a specialist organisation that offers exceptional financial planning for medical professionals.

Their advisers are committed to excellence and have a deep understanding of the financial matters important to their clients, gained from decades of working with practitioners, senior hospital management and the NHS Pensions Agency.

They are widely referred to as the 'go-to' company for retirement planning for doctors across the UK.

They provide impartial advice whether you work within the NHS, private sector, independent sector or a combination of all three.

They are now looking for a Senior Paraplanner to join their Technical Team.
The Senior Paraplanner works closely with the Financial Planner and is core to the advisory process for clients. The Senior Paraplanner provides essential administrative and technical support as required to ensure client advice is accurate and appropriate.

In many regards, the Senior Paraplanner is the central function of the business, and works with all areas to ensure the smooth and effective handling of client matters.

The role of a Senior Paraplanner is the highest technical post in the firm outside of the Financial Planners and is viewed as a technical expert.

Responsibilities Support to Financial Planners
Carry out technical analysis and calculations, providing recommendations on financial services products.
Carry out technical analysis and calculations, providing recommendations on NHS pension strategy.
Attend client meetings with a Financial Planner.
Communicate with clients by phone, email and letter as necessary.
Ensure reports are "client-friendly", written in an accessible and plain English manner

Supervise Client Services in the accurate gathering of all information required for us to complete technical calculations and plan analysis in order to give advice.

Follow the quality assurance process to maintain a high standard of work and develop a good relationship with the Risk and Governance team.

Deliver formal training.
Good academic qualifications in an analytical discipline.

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