Paraplanner (Pensions Management)

4 weeks ago

Worthing West Sussex, United Kingdom Financial Divisions Full time

Paraplanner - Route to Adviser OR Senior Technical Specialist

40,000 plus bonus and benefits package + hybrid working

Our client is an established, reputable and continuously growing Independent private client wealth manager who, due to continued growth need to recruit an experienced and ambitious Paraplanner to immediately ensure that exemplary service levels are maintained for their client base, and resource is in place to ensure that the business is robust to deal with higher client demand. As the business grows (primarily through acquisition) there are two genuine career paths that are available to the successful candidate, dependent on preferences, namely to Adviser or moving into a senior paraplanning position and undertaking more complex/technical cases, therefore this opportunity could suit applicants who have an open mind on the future at this stage of their career.

Analysing and interpreting data obtained during client meetings

Undertaking fund performance comparisons

Completing the FCA pension switching and replacement product templates

Preparing cashflow plans using Voyant Software

Analysing client’s asset allocations and providing recommendations for rebalancing where necessary

Building and maintaining client relationships through face to face and written/telephone communication

The ability to work with advisers to extract the information required to prepare financial plans and recommendations

The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation

The ability to undertake detailed research on legacy products, identifying where more in-depth analysis and questioning of providers is required

An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.

Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients

A flexible and adaptable attitude towards work

Experience of Microsoft Word, Excel, Outlook and provider platforms

Previous use of Voyant software an advantage

This represents an excellent opportunity to join an established, entrepreneurial firm where you will be able to develop a fundamental role in the business, and who will genuinely support your career advancement and development, allowing you to build strongly on your existing skills, knowledge and experience.

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