Paraplanner

Responsibilities

• Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data
• Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports
• Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
• Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations
• Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process
• Partners – working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

Requirements

• Chartered Financial Planner status – preferable or willingness to work towards
• A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes
• Four years industry experience – preferable
• Excellent administrative, research, report writing and communication skills
• Excellent analytical skills with a preference for working in a structured, planned manner
• Ongoing self-development to maintain appropriate level of CPD for role