Senior Paraplanner

About this role:

We are seeking an experienced Paraplanner to join our team in Chelmsford. The successful candidate will be responsible for providing technical support to our IFA team, delivering bespoke solutions to advisory and discretionary clients, and advanced technical report writing.

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 research and analysis of investment products and fund performance.
• Dealing with wrap platforms and product providers to obtain information about existing and potential investments.
• Undertake research, both independently and with an IFA, to identify suitable solutions to meet clients' needs and objectives.
• Carry out in-depth product research and analysis to prepare comprehensive financial planning reports and identify opportunities throughout the process.
• 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, assisting with their presentation in client meetings.
• Carry out tax calculations to ensure correct advice is given, where appropriate.
• Assist with the preparation of client meetings, emails, letters, and documentation as part of the advice process.
• Handle client queries and help service existing clients on a daily basis.
• Maintain awareness of legislative changes and product developments by undertaking suitable CPD activities, attending seminars, and workshops.

Candidates:

• An experienced Paraplanner with the ability to write technical reports for HNW clients.
• Must be Diploma Level 4 qualified and working towards Chartered status. Advanced level exams in investments and pensions will be an advantage.
• Demonstrate a sound technical knowledge of the financial services industry across a full 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.
• Experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products, and writing suitability reports, as well as providing support to other members of a paraplanning team.
• Good interpersonal skills are a must, as is working alongside a friendly team of dedicated individuals.
• Proactive and able to use own initiative.
• Ability to cope well in a busy working environment and manage own case load.

About us:

We are a forward-thinking company that values realising everyone's potential. We offer a Professional Development Programme for all our employees, providing full training throughout their career. We are an award-winning high-quality financial planning firm that has been offering bespoke investment advice to clients across East Anglia since 1990.

As Chartered Financial Planners, we are committed to a high level of ethical and professional standards, developing our staff to give them the best knowledge and skills possible. We are dedicated to providing excellent standards of customer service, professional tailor-made advice, and long-term client relationships.

We have been voted one of New Model Adviser's 'Top 100' financial planning firms for the fifth year running. We offer investments on an advisory or discretionary basis, giving our clients a flexible solution.