Technical Senior Paraplanner

Recruiter
TVH Marketing Solutions L
Location
Henley-on-Thames
Posted
31 Jan 2019
Closes
31 Mar 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
TVH Marketing Solutions are now working with an established Financial Services firm as they seek to secure the a highly competent Senior Paraplanner/Paraplanner to join their team based in Oxfordshire.
Main Purpose of the Role:
To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their advisers.
Duties and Responsibilities:
*
* To act as a focal point for technical enquiries from advisers and Paraplanning team
* To revise and update report templates in response to legislative changes
* Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans.
* Construct appropriate solutions for clients and make recommendations in conjunction with the advisers.
* Ability to form good internal relationships with teams and departments
* To write complex suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand), ideally able to work on complex DB transfers
* Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers
* Identify Gaps in clients financial plans to increase sales opportunities – especially in protection products
* Present on technical issues at adviser meetings
Skills and Knowledge Requirements:
* Strong written and verbal communication skills are essential
* Willingness to undertake study, qualified to minimum of Diploma level 4, ideally chartered status
* At least 5 years’ experience in the financial services industry of which a minimum of 3 years has been in a paraplanning role within a firm of financial advisers
* Knowledge of Microsoft Word Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
* Able to work on own initiative as well as part of a team, whilst managing workloads
* Ability to work under pressure at times
* Excellent Organisational Skills
* Mentor Junior members of the team
* Provide leadership for the team
* To Gain a good knowledge of Courtiers’ business processes, standards, policies and procedures
* Ability to explain complex issues in a clear and easy to understand manner
* Grow level of technical knowledge and ensure remain up to date with changes in legislation.
*
In return you get to join an expanding firm as they seek continued success and also benefit from their exciting and generous benefits scheme, to find out more apply today with a covering letter conveying your interest

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