Bristol (City Centre)
£30000 - £45000 per annum
30 Sep 2017
03 Nov 2017
Contract Type
Full Time

Location: Bristol
Salary: £30,000 - £45,000 per annum

Ambridge Harris are currently supporting a prestigious Wealth Management firm in recruiting for a level 4 qualified Paraplanner to work from their Bristol office. The Paraplanner will work both independently and as a part of a team in order to drive forward solutions for their clients. The individual will have an analytical mind with the ability to apply this to real-life client situations. The majority of the role will be non-client facing and centred on accurate analysis for and reporting of, a full financial plan for the end client. The details of the role are as follows:

Job Description (Responsibilities)
* Establish and build strong relationships with clients and maintain a strong customer focus throughout
* Ensure effective communication with the Financial Planner to understand the client's needs
* Ensure the Know Your Client (KYC) information is recorded appropriately to meet compliance requirements
* Assist with obtaining the required KYC where required
* Effectively assess a client's risk profile and risk requirement / capacity
* Prepare information / comparisons for analysis by Financial Planner
* Liaise with clients legal and tax advisers where required
* Liaise with the compliance department for authorisation / guidance where required
* Pro-actively research solutions for each client scenario, effectively balancing the features, benefits and the risks attached; both independently and with the Financial Planner
* Identify additional areas for planning
* Ensure all research is documented and recorded in accordance with company processes and guidelines
* Prepare recommendation report to be discussed / signed off by Financial Planner / compliance department.
* Effectively manage client expectations throughout the sales process
* Ensure the internal Customer Relationship Management (CRM) system is updated in real-time with all client communication / interaction
* Take pride in ensuring all agreed deadlines are met in full
* Attend client meetings where required
* Liaise with 3rd party professionals; both verbally and in writing
* Initiate and organise future planning meetings with clients
* Complete full analysis pre-review meeting with the client

Desired Skills and Expertise (Requirements)
* Level 4 qualification as a minimum - preferably working towards further industry exams
* High level of applied technical knowledge across onshore and offshore products, including taxation
* Experience in dealing with esoteric investments; for example, EIS / VCT
* Experience of dealing with Equity Release
* Experience in dealing with Defined Benefit schemes, from initial research to full transfer analysis
* Experience in dealing with cash-flow forecasting and analysis
* Full understanding of the compliance requirements applicable to the sales process
* Ability to work within defined business processes
* Ability to achieve agreed outcomes without supervision
* Excellent inter-personal skills, both written and verbal
* Ability to prioritise and plan own workload
* Be detailed and accurate first time every time
* Articulate
* Ability to multi-task and prioritise effectively
* Excellent standard of report writing skills
* Ability to work independently and as part of a team
Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please note that on this occasion your application has not been successful

Ambridge Harris is committed to equal opportunity and diversity. Ambridge Harris will not discriminate on unlawful grounds.

Job Ref - 21993

This job was originally posted as