Paraplanner - Boutique IFA Firm
SLM Search and Selection are currently working on behalf of a boutique-style wealth management firm that offer a wholly independent financial planning service and build their strategies around what's most important to their clients, managing their resources so they can fulfil their life aims.
Their office based in Newbury are seeking an experienced and technically astute Paraplanner to join their dedicated, close knit team and provide comprehensive support to the two advisers.
Undertake product/provider research both independently and with the financial planner to identify suitable solutionas tailored to each clients' needs
Review client portfolios and obtain the information necessary to compile financial cashflow forecasts
Prepare suitability reports in accordance with agreed recommendations
Check all compliance paperwork is present and accurate
Deal effectively with technical queiries from clients and third parties
Liaise with clients' legal and tax advisers where applicable
Provide the financial planner with a working timetable for client meetings
Must hold the Level 4 Diploma in Financial Planning or equivalent
Strong understanding of the financial planning process and regulatory requirements
IT knowledge including Microsoft Applications and life-time cash-flow systems