Paraplanner

4 weeks ago

London Area, United Kingdom GradBay Full time

The Company:

A financial planning and investment management consultancy based in central London working with UK based high net worth individuals.


About the Job:

You will join this ambitious and growing company as a paraplanner to support the Financial Advisory Team. This role offers great exposure to client meetings and career progression.


Key Tasks:

  • Responsible for all paperwork, meeting preparation and activities for a dedicated list of private clients.
  • Provide research support and solutions to the Financial Planning team.
  • Preparation of compliant advice reports, letters, and recommendations.
  • Ensure all recommendations meet with company standards.
  • Complete calculations such as carry forward, Inheritance Tax, CGT etc.
  • Responsible for timely preparation of content & identify planning requirements for annual PSA review meetings.
  • Attendance at client meetings with the adviser – completing the detailed meeting file note.
  • Preparation and presentation to clients of cash flow models using Voyant software.
  • Assisting with the preparation / review of compliance documentation.
  • Attend weekly task meetings with advisers to provide updates on ongoing cases.
  • Bi-weekly Team meetings to review and agree priorities and workloads.
  • Peer review and assisting with training of trainee team members.
  • Completion of own CPD within an agreed Training & Competence programme.
  • Improvement of own knowledge and skills on a continual basis via professional qualifications.
  • Assisting the financial planning administrator as needed and in consideration of a risk based approach (i.e.: more complex cases will need more experienced intervention). This will involve various tasks such as: liaising directly with clients and product providers, seeing new business through to completion, LOA research and resulting reporting, dealing with client queries and post meeting tasks, and ensuring the financial planning administrator has all the information needed to prepare new business and reporting documentation ahead of meetings.


Candidate Requirements:

  • 2 years' working experience in a similar paraplanning role.
  • Minimum Level 4 qualification
  • Prior experience working as a paraplanner for HNW private clients.
  • Using a range of software including Outlook, Word, Excel, PowerPoint.
  • A strong working knowledge of Voyant (cash flow modelling tool).
  • Experience working with XPlan a bonus but not pre-requisite.
  • The ability to manage own time and work to deadlines.
  • Have a “can-do” attitude.
  • Discretion when supporting activities and handling sensitive data, in particular for “vulnerable” clients.


Benefits:

  • 25 days holiday plus bank holidays increasing by 1 day per year of employment (up to maximum 30).
  • Auto-enrolment pension contributions (3% employer contributions, 5% employee contributions) immediately
  • Following a 6-month probation benefits including full support for CII qualifications and training, Death in Service, Group Private Medical Insurance, Gym membership and 6 monthly discretionary bonus will be offered.

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