Paraplanner - Chelmsford

Blakemore Recruitment

Chelmsford, England, gb

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We are currently recruiting for a Financial Planning practice in Chelmsford who are looking for a Paraplanner to join their team. Must be Level 4 Diploma qualified and working towards Chartered status.

They are looking for an experienced Paraplanner to work within their busy technical team, providing support across our offices to our successful team of IFAs. This position is based in their Chelmsford office, with the ability for a lot of home working.

They have a new senior management team and this truly is an exciting time to be joining this forward-thinking company.

They believe in realising everyone’s potential and they are one big team where everyone’s ideas are valued.

They offer a Professional Development Programme for all their employees where full training is provided throughout their career.

They are an award-winning high quality financial planning firm that has been offering bespoke investment advice to clients across East Anglia since 1990.

As Chartered Financial Planners, they are committed to a high level of ethical and professional standards, and they develop their staff to give them the best knowledge and skills possible. They are dedicated to providing excellent standards of customer service, professional tailor-made advice and long-term client relationships.

They have been voted one of New Model Adviser’s 'Top 100’ financial planning firms for the fifth year running.

They offer investments on an advisory or discretionary basis, giving their clients a flexible solution.

Role

To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Planners

Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning

Advanced technical report writing

Dealing with wrap platforms and product providers to obtain information about existing and potential investments

Undertake research both independently and with an IFA to identify suitable solutions to meet clients’ needs and objectives

Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process

Undertake reviews of client portfolios and compile annual suitability reports

Use FE Analytics to research and analyse fund performance, volatility and risk

Prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings

Carry out tax calculations to ensure correct advice is given, where appropriate

Assist with the preparation of client meetings, emails, letters and documentation as part of the advice process

Handle client queries and help service existing clients on a daily basis

Maintain awareness of legislative changes and product developments by undertaking suitable CPD activities attending seminars/workshops

Candidates:

An experienced Paraplanner who is able to write technical reports for HNW clients

Must be Diploma Level 4 qualified and working towards Chartered status. Advanced level exams in investments and pensions will be an advantage

Can demonstrate a sound technical knowledge of the financial services industry across a full range of investments, pensions including DB transfers, retirement solutions, IHT planning and protection

Experience of wrap platforms and main tax wrappers

Excellent written / verbal communication skills, as well as organisation skills

Experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team

Good interpersonal skills are a must, as is working alongside a friendly team of dedicated individuals

Proactive and able to use own initiative

Ability to cope well in a busy working environment and manage own case load

Apply now

 

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