Overview

Location: Dorking

Salary: £40,000 – £50,000 DOE

If you are a Paraplanner who is looking to work on interesting and complicated case loads, working with Ultra High Net Worth clients, then we may have the perfect opportunity for you.

Our client works with approx. 150 families with an ultra-high net worth and pride themselves on delivering exceptional client care.

Experience:

  • Ideally Diploma qualified, or equivalent, or working towards.
  • Knowledge of the financial planning market including different providers’ products and services.
  • Knowledge across a wide range of financial planning areas
  • Minimum of 1 / 2 years’ experience in an IFA/Wealth Management environment.

Essential skills:

  • IT literate, including all Microsoft Packages.
  • Confidence to develop strong, sustainable relationships with operations and adviser colleagues and product providers.
  • Excellent written and verbal communication and influencing skills.
  • Self-motivated.
  • Customer focused.
  • Analytical skills.
  • Problem Solving.
  • Decision-making.
  • Ability to efficiently manage priorities and workloads.
  • Ability to meet strict deadlines.

 

Paraplanning Responsibilities (not limited to):

  • Produce client suitability reports confirming new recommendations in accordance with the clients internal standards and compliance procedures.
  • Obtain accurate quotations, key features and applications for advisers’ meetings with clients.
  • Assess advisers’ and file documentation in accordance with the company’s compliance requirements.
  • Analyse clients’ circumstances, needs and objectives.
  • Provide research on all relevant advice areas, products and investment funds.
  • Assist in the implementation of remedial actions following delegated monitoring activities or regulatory changes as they occur.
  • Receive incoming telephone calls, dealing or redirecting as appropriate so that calls are dealt with efficiently and by the correct person.
  • Ensure all correct documentation is provided to advisers in a timely manner.
  • Create and maintain accurate and up-to-date client and plan records on Intelligent Office.
  • Ensure all relevant documentation and correspondence is uploaded to the correct client records on Intelligent Office and named in accordance with Company procedures.
  • Manage and complete all relevant tasks assigned by advisers, managers/team leaders and other support team members.
  • Promote professional behaviour by demonstrating courtesy and respect to all colleagues and following the Company’s equality and diversity policy at all times.
  • Ensuring health and safety policies are observed.
  • Completion of other reasonable duties, as defined by the Senior Management Team.

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.