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Senior Paraplanner

  • Ref: 885631

To assist in developing and maintain trusting and long standing business relationships with High Net Worth (HNW) clients and to enable the Wealth Planners to advise them effectively on complex products in all asset classes, wealth structuring, protection, pensions and estate planning.

Senior Paraplanner responsibilities include...

Key Responsibilities

Supporting Client Management:

  • Support the Wealth Planners in developing, growing and retaining their portfolio of HNW Clients.
  • Validating and checking valuations prepared by the Wealth Planning Assistants for the Wealth Planners
  • Researching and analyzing information for client solutions to ascertain viability and determine due diligence criteria have been fully met.
  • Preparing meeting agendas and reports ensuring all areas of the client’s financial situation are addressed, by cross referencing with Fact Find and identifying needs and opportunities.
  • Deal with client affairs with integrity and efficiency at all times and in a manner that is in-keeping with the standards required by HNW individuals.
  • Play a significant part in the service delivery (dealing with client requests and processing data etc)
  • Responsible for identifying opportunities which match the client’s needs and maximize the income (through identifying target clients and support developing sales pitches).

Organisation:

  • Organising, maintaining and co-ordinating diaries for the Wealth Planners (including future planning of meetings, meeting preparation, planning for issues).
  • Investment, pension, protection and tax planning product testing, meeting with providers.

General Administration

  • Assisting with compliance functions to ensure the business is in line with regulatory requirements, including file checking, product research and preparing suitability letters (Research sources include Financial Express Analytics, Selectapension, Defaqto)
  • Communicating with clients and providers at all levels via telephone, post or email.

Client Acquisition

  • Assist with managing the Wealth Planners network of personal and business relationships, both internally and externally to acquire, develop and service clients.
  • Pro-actively generate new business opportunities using existing clients and leads from other areas of the business.

Key Interfaces

  • Wealth Planners
  • Investment Management Team
  • Executive Management Team
  • Clients (and client representatives)
  • Back Office functions
  • Third Party Product Providers

Senior Paraplanner requirements include...

Knowledge & Experience

  • Significant experience as a Paraplanner
  • Previous experience supporting Financial Planners is preferred
  • A good understanding of the HNW segment and market
  • Understanding the heavily regulated Financial Planning environment
  • Must be able to respond to the changing needs of the business.

Skills

High competency and sound operating knowledge of technical systems and packages, including Microsoft Office

  • Previous experience with Financial Planning Systems (Financial Express, Adviser Office, The Exchange, Defaqto)
  • Work in a team environment and demonstrate continued professional development
  • Effective communicator with excellent written, verbal and presentation skills
  • Outstanding interpersonal and relationship skills
  • Able to maintain high level of confidentiality, diplomacy and discretion
  • Excellent attention to detail

Qualifications

  • Diploma in Financial Planning (Level 4) or late stage level 3
  • Advanced Diploma in Financial Planning (Level 6) desirable

Core Competencies

  • Customer Focussed
  • Working Pro-actively
  • Planning and Reviewing
  • Expert Knowledge
  • Business and Commercial Focus
  • Communication and Confidence


Benefits

Benefits

25 days holiday

Pension of 5% client contribution

Medical Healthcare after probation has been completed

Potential some flexibility to hours and home working

Consultant contact