Senior Paraplanner

Company Fusion
31 Oct 2018
03 Dec 2018
Contract Type
Full Time
Company Fusion Limited is working with a Specialist Financial Company; growing and expanding within their market. They are an established wealth planning practice dedicated to providing financial advice to professionals in the contracting and freelance community and we currently have an exciting opportunity for an enthusiastic Senior Paraplanner to join their busy team near Alton, Hampshire.

The Package - What you could earn

- Basic salary negotiable depending on skills and experience.

Senior Paraplanner - Main Duties and Responsibilities:

- You will be working directly with all members of the practice, but predominately in support of the Financial Planners.
- Your role will be to prepare and check client fact finds, under take analysis of clients existing investments, prepare suitability letters and recommendation packs for clients.
- You will need to ensure that the business is completed in a timely fashion, all files are fully compliant so attention to detail is vital.
- Working with the financial planners to ensure all information to support the correct client outcome has been obtained and documented on file.
- Working with the financial Planners to identify areas for financial planning and identify solutions suitable to meet the client`s needs and objectives is of the provisions, including calculations to support the right outcomes for the client.
- You will prepare client suitability reports for approval by the Financial Planner, along with other accompanying documentation.
- You will commit to your continuous professional development, maintaining a good knowledge of providers and investment/tax issues.
- Prepare for client review meetings to produce performance information and reports for the clients.
- You will at times need to assist other colleagues in the business in other administrative functions to aid the Financial Planners and deliver superior client service.

The Person - Skills, Knowledge, Qualifications and Experience:

- Diploma in Financial Planning Level 4 or working towards.
- Extensive technical experience in final salary pension transfers and complex advice.
- The ideal candidate will have a minimum of 10 years` experience and dealt within a high net worth environment.
- You will have experience in writing complex and detailed reports.
- You will have experience in the pension transfer market and or at retirement.
- You will have the ability to assess information, make comparisons and identify critical features.
- Ability to keep their knowledge up to date.
- Good understanding of the compliance requirements.
- A good understanding of the financial planning process and requirement.
- Able to work within a defined process, compliantly and within timescales.
- Be organised and able to prioritise work loads.
- Have excellent attention to detail and accuracy.
- Articulate in all dealings with clients and stakeholders, verbally and within written communications.
- Ability to work independently and within a team.

Do you hold your Diploma in Financial Planning Level 4 or working towards this? Hold extensive technical experience in final salary pension transfers and complex advice? If so, apply today! Is this you? Apply today

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