Diploma Qualified Paraplanner - Bristol

Recruit UK
06 May 2017
05 Jun 2017
Contract Type
Full Time

A wealth management firm based on the outskirts of Bristol are looking to take on a level 4 diploma qualified paraplanner to drive forwards solutions. Our client's core focus is the client and it is at the heart of what they do each day.

Main Duties:

  • 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
  • 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 and prioritize accordingly
  • 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 organize future planning meetings with clients
  • Complete full analysis pre-review meeting with the client

To be shortlisted for this role you must hold the level 4 diploma and actively work towards becoming chartered. Hold a high level of technical knowledge regarding onshore and offshore products including taxation. Knowledge of EIS/VCT and equity release. Have experience in dealing with DB schemes from cradle to grave. Experience in cash flow modeling.

A very competitive salary is on offer with a great benefits package. For more information please contact Louise bibb on 01179-170-416 and quote reference 11509.