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Senior Paraplanner - Full Diploma Qualified working towards Chartered

Location: WITNEY, OXFORDSHIRE, UNITED KINGDOM Salary: 40,000-43,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: X3-405367

A highly successful Financial Planning and Investment Firm in Witney is actively looking to recruit a highly skilled Senior Paraplanner with top level report writing skills to join their business.   From a strong report writing background the successful individual must be very technically strong and a minimum of Diploma Level Qualified.  This role will require a strong Technical Pensions background also. 

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.
 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
 To ensure the confidentiality of all work undertaken
 To be aware of and comply with all Health and Safety Requirements affecting your work and report any problems immediately
 Yearly review of the Business Continuity Plan (BCP)

Skills and Knowledge Requirements:
 Willingness to undertake study
 Qualified to minimum of Diploma level 4, ideally Chartered status or working towards this
 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
 A strong understanding of Investments, Pensions and Taxation
 Ability to manage own workload and work within a large team
 Knowledge of business processes, standards, policies and procedures
 Experience within the Financial Services Industry
 Exceptional communication skills at all levels
 Excellent organisational skills
 Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office and Truth (Cash flow)
 Ability to work under pressure at times
 Mentor Junior members of the team
 Provide leadership for the team
 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

This is a fantastic opportunity for a very highly skilled Paraplanner in the Witney Oxfordshire area. 

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