Senior Paraplanner

1 month ago

Surrey, United Kingdom Coast Specialist Recruitment Full time

**A great new position has arisen within a boutique Wealth Planning firm based in the City - hybrid working**

**Experience and Qualifications**
- Have 5+ years’ experience within the independent sector of the financial services industry in a paraplanning role involving direct contact with sophisticated HNW clients
- Hold Chartered Financial Planner status with the CII
- Understand the principles of asset allocation and portfolio construction
- Have excellent knowledge of investment, life and pensions products and current legislation
- Have broad knowledge of esoteric products, including VCT and EIS investments and structured products
- Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers
- Understand the importance and benefits of lifetime cashflow modelling, ideally with experience of Voyant as a cashflow modelling tool
- Previous experience of using Intelliflo will be an advantage

**Competencies**

They need someone who can:

- Be a resourceful and creative problem solver, capable of embracing the role quickly and progressing to working largely unsupervised
- Analyse and evaluate information in detail, and reach suitable conclusions as needed
- Has the aptitude to assist the adviser and their clients in an enthusiastic and proactive forward-thinking manner. A high level of organisation and attention to detail is important.
- Adapt quickly to changing priorities and needs and new challenges
- Remain focused and motivated to deliver an exceptional level of customer service at all times to clients, third parties and colleagues.
- Demonstrate excellent written and verbal communication skills, with the ability to effectively communicate complex strategies with clarity
- Build a strong proactive working relationship with the advisers, clients and providers

**The role offers a comprehensive benefits package, including a discretionary bonus scheme

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