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Financial Services Specialist
2 months ago
We are seeking a detail-oriented and dedicated Paraplanner to support our Adviser Team at Templegate Recruitment Limited.
Key Responsibilities- **Fully Analyze Client Requirements**: Develop cash flow models and accurately record client data to ensure a thorough understanding of their financial situation.
- **Research and Analyze Financial Products**: Investigate and analyze various financial products to meet client requirements and objectives, providing recommendations for suitable solutions.
- **Construct Financial Planning Solutions**: Develop comprehensive financial planning solutions, including investment, retirement, tax, and estate planning, supported by computer models and reports.
- **Prepare Suitability Letters and Reports**: Write and prepare suitability letters and reports, taking full responsibility for client files and back office IT records throughout the advice process.
- **Client Reviews and Updates**: Conduct regular client reviews, update cash flow models, and produce supporting reports, discussion documents, and computer models to ensure clients are informed and up-to-date.
- **Client Communication**: Act as a point of contact for clients, handling routine issues and queries in a professional and timely manner.
- **Collaboration and Compliance**: Work closely with other Practice colleagues to ensure application and provider forms are prepared as required, and clients are updated throughout the process, while maintaining compliance with all legislative requirements.
- **Continuous Professional Development**: Stay up-to-date with regulatory requirements and personal development needs, undertaking continuous professional development to enhance skills and knowledge.
- **Previous Paraplanning Experience**: Proven experience as a Paraplanner within an IFA or Wealth Management environment.
- **Familiarity with Research Systems**: Knowledge of major research systems, such as Analytics or Voyant.
- **Pension Transfer Market Experience**: Experience in the Pension Transfer market, with knowledge of the Final Salary Pension Transfer market being desirable but not essential.
- **IHT and Investment Product Administration**: Experience in the administration of IHT and/or Investment products.
- **Regulatory Knowledge**: Up-to-date knowledge of relevant regulation and legislation.
