PARAPLANNER - GLOUCESTER

PARAPLANNER - GLOUCESTER

Our client is looking for an additional Paraplanner to join their team for an office working position in Gloucester. Earn up to £60k, depending on experience.

You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.

Specific activities include:

• Check all compliance paperwork is present

• Confirm client risk profile is determined

• Discuss client objectives with Financial Advisers

• Identify and obtain the information necessary to compile financial cash flow forecast

• Identify areas for planning

• Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs

• Prepare information/comparisons for analysis by planner

• Liaise with client's legal and tax advisers (if applicable)

• Consider current and future allocation of assets for investment strategy with regard to client risk profile

• Prepare draft recommendation reports to be discussed/signed off by planner

• Prepare suitability letters in accordance with the agreed recommendations

• Complete application / proposals forms

• Ensure all compliance paperwork is in order

• Make changes to clients' investments as instructed

• Implement the chosen investment strategies

• Act as main point of contact and deal effectively with queries from clients and other parties through effective communication

• Establish and build strong relationships with clients and attend client meetings with Financial Adviser if required

• Organise future planning meetings with client

• Review investment portfolio, asset allocation, risk profile etc

• Send planning figures to client for update and revision in preparation for next meeting

• Initiate review meetings with clients

Key skills/Experience required:

Essential

• Minimum of one year in a Paraplanning position, but those working in Financial Services who are already studying to become a Paraplanner will also be considered.

• Understanding of the Financial Planning process

• Able to work within defined business processes

• Ability to achieve agreed outcomes without supervision

• Prioritise and plan own workload

• Detailed and accurate

• Articulate

• Excellent interpersonal skills, both written and verbal

• Ability to multitask and prioritise effectively

• Good IT skills

• Good report writing skills

• Ability to work independently and in a team

Desirable

• Broad knowledge of financial services world

High level of technical knowledge

Qualifications

• Level 4 qualified, or working towards

Competitive salary available.