Paraplanner - Boutique Wealth Management Firm

SLM Search & Selection
08 Feb 2017
08 Mar 2017
Contract Type
Full Time

SLM Search and Selection are currently working on behalf of a privately owned and forward-thinking practice of independent financial advisers with the desire to provide an advisory service that caters to all aspects of financial planning over the long-term.

Their office in Central Birmingham are seeking an experienced Paraplanner with knowledge of IHT Planning and cashflow modelling to join their dedicated team and provide technical support to the local adviser team.

Key Responsibilities:

Work in close conjuction with the adviser to agree upon bespoke financial solutions for each client's needs

Undertake market and product research relevant to the agreed solutions

Produce suitability reports including IHT Planning and DB Schemes

Produce cashflow modelling reports

Prepare TVAS reports when required for DB Transfers

Undertake tax calculations as needed

Assist the administration team in the processing of new business

Attend client meetings with the adviser

Build and maintain strong working relationships with clients

Key Experience:

Minimum of Level 4 Diploma Qualified or currently progressing towards

Demonstrable track record of producing written financial advice including ideally IHT Planning and cashflow analysis

Strong knowledge of pension and investment products

Excellent communication and interpersonal skills