Paraplanner

About The Company

Our client is one of the largest privately owned wealth management organisations in the UK. You can expect to be working in a welcoming, friendly and hard-working team that firmly believes in rewarding hard work.

The owner of the business is a leading influencer in his field, currently operating 3 billion under management right now.

The sole focus is on empowering individuals and businesses to achieve their personal and financial goals through tailored solutions.

The Business models it’s ethos on understanding the unique needs of successful clients from diverse backgrounds, and leveraging expertise in investment planning, tax optimization, and wealth structuring to help them thrive.

About The Opportunity

Our client is looking for a paraplanner to join their friendly, dynamic team to support the Business Owner and 2-3 other Wealth Managers.

As the ideal candidate, you'll thrive in a fast-paced environment, providing technical support through meeting preparation and writing Suitability Letter reports that document the advice they give to their clients.

You can expected a welcoming team who are committed to supporting your career progression and development in this role.

Responsibilties

• Collaborate with advisers to prepare client recommendations and write comprehensive suitability reports.
• Assist with pension transfers, drawdowns, and inheritance tax planning.
• Handle client inquiries via phone and email, resolving them promptly and professionally.
• Prepare detailed cash flow reports using Voyant
• Conduct thorough investment analysis, assessing performance and costs using FE Analytics
• Ensure all financial plans and recommendations adhere to industry regulations and internal policies

About The Desired Candidate

• Minimum 1 year of experience as a paraplanner in a financial advisory firm.
• Experience with SJP is highly valued.
• Intermediate proficiency in Microsoft Outlook, Office, Word, and Excel.
• Confidence in communicating with clients and third-party providers.
• Excellent attention to detail, strong organizational and time management skills.
• Solid technical knowledge of pensions and investments.
• Effective written and verbal communication skills.