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Senior Technical Manager and Paraplanner

2 months ago

Cardiff, Cardiff, United Kingdom Churchill Executive Full time
Senior Technical Manager & Paraplanner (STM&P)

Churchill Executive is seeking a highly skilled Senior Technical Manager & Paraplanner to join our team. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning solutions to our clients.

Key Responsibilities
  • Monitor the quality of Para-planning work produced by Paraplanners/Trainee Paraplanners and outsourced Para planners.
  • Act as point of contact regarding queries in relation to Para-planning work.
  • Receiving and carrying out instructions from meeting notes/tasks from Financial Planners following client meetings.
  • Interpreting data obtained by Planners during client meetings and establishing with the planner via debriefings the correct recommendations to be taken.
  • Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
  • Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client's objectives.
  • Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports.
  • Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades.
  • Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.
  • Participate and contribute to the investment committee meetings.
  • Keep up to date with legislation and product changes by attending and maintaining continuous professional development.
  • Adhere to the 6-step process of Financial Planning.
Requirements
  • Ideally you would have GCSEs Grades (A-C/1-3) in Mathematics and English and hold the Diploma in Financial Planning or equivalent.
  • The candidate must also have good IT skills and excellent telephone manner.
  • Continuing Professional Development (CPD) should be undertaken to develop skills and knowledge.