Paraplanner - Ascot

We are currently recruiting for a highly regarded Financial Planning practice based in Ascot who are looking to recruit a Paraplanner. The firm is approx. 80 people currently, across three locations.

They offer hybrid working. 3 days in the office each week and 2 days remote working.

Responsibilities:

Collating client information including soft and hard facts (fact finding) Reviewing client information with Adviser to formulate recommendations Make client recommendations and prepare client report for approval by Adviser Research products, providers and funds Responsibility for the Model Portfolio Programme Supervise Administrators to prepare and submit application forms Prepare Suitability Reports, Pension Analysis Reports and discussion reports to be reviewed with the Adviser Responsibility for running the review programme to ensure all clients are offered their annual/bi-annual reviews On-going development of procedures and report templates Ensuring that the Advisers are always prepared for their meetings. Organising the team to make sure forms are prepped and meeting constant deadlines for generating the reports for all meetings (including review meetings)

Skills:

Product knowledge - Pensions including pension transfers (analysis of Defined Benefit Schemes), Investments, ISA’s, Investment Bonds, Offshore Investment Bonds, WRAPs and Platforms. Fund research Portfolio planning Report writing Strong analytical skills

IT skills:

Previous experience of Intelliflo/Intelligent Office, FE Analytics and Synaptic product research/fund research desirable. MS Office and internet essential.

Education and training:

Fully qualified or working towards CII Diploma in Financial Planning CII Paraplanning qualification desirable (we would encourage this exam to be sat if not already obtained) Record of continuing development and technical learning especially in relation to pensions

Experience:

Experience working in a Paraplanner role within an IFA practice and ideally 3+ years’ experience in a financial services support/advice role Experience of intensive fund research and the running of model portfolios

Personal attributes:

Proven record of developing team and client relationships Commercial awareness Attention to quality and accuracy Excellent communication skills Able to organise workload and meet deadlines Motivated and able to work on own initiative

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