Paraplanner - Wokingham

Paraplanner - Wokingham - £35,000 - £55,000 DOE

Due to rapid growth, our client is looking for a talented Paraplanner to join their team in Wokingham. A competitive salary is offered depending on experience, as well as a performance related bonus.

Specific activities include:

• Check all compliance paperwork is present
• Confirm client risk profile is determined
• Discuss client objectives with Financial Advisers
• Identify and obtain the information necessary to compile financial cash flow forecast
• Identify areas for planning,
• Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs
• Prepare information/comparisons for analysis by planner
• Liaise with client’s legal and tax advisers (if applicable)
• Consider current and future allocation of assets for investment strategy with regard to client risk profile
• Prepare draft recommendation reports to be discussed/signed off by planner
• Prepare suitability letters in accordance with the agreed recommendations
• Complete application / proposals forms
• Ensure all compliance paperwork is in order
• Make changes to clients’ investments as instructed
• Implement the chosen investment strategies
• Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
• Establish and build strong relationships with clients and attend client meetings with Financial Adviser if required
• Organise future planning meetings with client
• Review investment portfolio, asset allocation, risk profile etc
• Send planning figures to client for update and revision in preparation for next meeting
• Initiate review meetings with clients

Key skills/Experience required:

Essential

• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Detailed and accurate
• Articulate
• Excellent interpersonal skills, both written and verbal
• Ability to multitask and prioritise effectively
• Good IT skills
• Good report writing skills
• Ability to work independently and in a team

Desirable

• Broad knowledge of financial services world
• High level of technical knowledge
• Chartered status

Qualifications:

Essential

Level 4 qualified, or working towards

Please apply now to be considered.

Consultant : Pippa Collyer