The Paraplanner is responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Relationship Support. You’ll also need to understand and add value when it comes to our client’s needs - looking at continuous improvement and innovation.


KEY RESPONSIBILITIES
*Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data
*Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports
*Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process
*Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
*Relationship building - liaison with clients by telephone, letter, email and attending meetings
*Coordination - working with administrative team to ensure application and provider forms are prepared as required and clients are updated throughout the process
*Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan
We want original, collaborative and passionate people, open to new ideas, eager to learn and who love a challenge. Core skills that will be required include.
*Business thinking – understanding our business strategy and goals
*Building relationships – working together to create a collegiate culture
*Communicating – Understanding, creating, and sharing information with individuals and groups
*Decision making – using initiative and reasoning to choose a course of action
*Developing yourself and others – commitment to ongoing self-development
*Innovating and change – thinking creatively, generating new business ideas and approaches
Experience and skill set required for the role:
You will be expected to have worked in a similar role previously and offer strong experience working with high net worth UK resident private clients and delivering financial planning and investment management services.