Paraplanner - Chelmsford Financial Planning Role
7 days ago
We are seeking an experienced Paraplanner to join our team in Chelmsford. The successful candidate will provide technical support to our IFA team, assisting in the delivery of bespoke solutions to advisory and discretionary clients.
Key Responsibilities:
- Provide full technical support to the IFA team, including Directors, Chartered Financial Planners, and Financial Planners.
- Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning.
- Advanced technical report writing, including dealing with wrap platforms and product providers.
- Undertake research to identify suitable solutions to meet clients' needs and objectives.
- Carry out in-depth product research and analysis to prepare comprehensive financial planning reports.
- Undertake reviews of client portfolios and compile annual suitability reports.
- Use FE Analytics to research and analyse fund performance, volatility, and risk.
- Prepare cash flow plans for clients and incorporate system outputs into reports.
- Assist with the preparation of client meetings, emails, letters, and documentation.
- Handle client queries and help service existing clients on a daily basis.
- Maintain awareness of legislative changes and product developments through CPD activities.
Requirements:
- Level 4 Diploma qualified and working towards Chartered status.
- Advanced level exams in investments and pensions will be an advantage.
- Sound technical knowledge of the financial services industry across a range of investments, pensions, including DB transfers, retirement solutions, IHT planning, and protection.
- Experience of wrap platforms and main tax wrappers.
- Excellent written and verbal communication skills, as well as organisation skills.
- Proactive and able to use own initiative.
- Ability to cope well in a busy working environment and manage own case load.
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