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.