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Senior Paraplanner

5 months ago

Fareham, United Kingdom Blakemore Recruitment Full time

We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:

  • Analyse client information and existing investments/policies
  • Tax calculations
  • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
  • Write suitability reports for cases of varying complexity
  • Run cashflow models for clients
  • Be a point of contact for technical queries for advisers
  • Communicating with clients on research and report time scales
  • Attend client meetings where required
  • Helping to train other members of the team
  • Potentially getting involved in some project work to further improve our systems and processes
  • Leading Pod meetings
  • Undertake peer reviews for the paraplanning team

The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.

They will:

  • Demonstrate a strong technical knowledge and understanding of all financial products
  • Be level 4 diploma qualified as a minimum and ideally working towards Chartered status
  • Have a minimum of 3 years’ experience within a paraplanning role
  • Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
  • Have a good attention to detail
  • Be a good team player
  • Excellent communication skills, both verbally and in writing
  • Be comfortable with working in a fast-paced environment
  • Be organised and able to manage a busy workload

This is an excellent opportunity to work for a highy regarded employer who offer an excellent salary and benefits package. In addition, the role offers hybrid working with a typical week being 2 days in the office