GREAT PARAPLANNER CONTRACT ROLE LINKED TO 6 MONTHS OR 1 YEAR - SALARY 45K OR MAXIMUM 50K - AREA IS HARPENDEN IN HEARTFIRDSHI...

Reed • TRAFFIC • Hertfordshire, Not Specified, United Kingdom • £45,000 - £50,000 / * • 1w ago

GREAT LOVELY COMPANY AND TEAM MEMBERS & VERY SPECIAL LINKED TO RECRUITING A SKILLED PARAPLANENR TO JOIN FOR 6 MONTHS OR 1 YEAR POTENTIALLY. SALARY AS OUTLINED WILL BE BETWEEN 45K TO MAXIMUM OF 50K LINKED TO SKILL SET. THE ROLE REQUIRES THE FOLLOWING.

The PARAPLANNER Role - HERTFORDSHIRE AREA :)

The role of the Paraplanner is to support the Financial Planner(s) when informing and advising Clients on financial strategies, plans and products.

Key Contributions and Outputs

Supporting the Financial Planner(s) in research and analysis to meet client needs and objectives
Supporting the Financial Planner(s) in preparing client financial plans and suitability reports
Attending client meetings supporting the Financial Planner(s) such as taking minutes, explaining technical details, form completion and follow up action points.
To be a specialist (Go to person) for a specific business area
Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
Contributing to the smooth running of the paraplanning administrative function within the business
Working collaboratively with the Head of Paraplanning and Client Services Manager to develop and improve systems and processes where necessary, to help deliver the high standards expected LINKED TO COMPANY clients
Where necessary, attend regular business meetings such as adviser, investment committee & support meetings

Nature and scope of contributions

Reports to: Head of Paraplanning

Direct Reports: None

The role holder is responsible for:

The technical aspects of preparing for Client meetings, including: -

Preparing and compiling financial analysis data Analysing Client data and preparing cash flow analyses
Preparing CGT and Chargeable Gains calculations
Researching products to support recommendations
Compiling financial planning recommendations and suitability reports to a high standard
Providing support for the Financial Planner(s)
Ensuring that all regulatory and compliance standards are met
Liaising with product providers and other relevant third parties
Ensuring that all Client requirements are followed through to the appropriate conclusion

Assisting the Financial Planner(s) with Client presentations and any other activities as agreed
Managing individual workflow and task delivery
Undertake annual technical reviews, due diligence of services and products.

The role holder may be required to travel for Client visits. This may involve working outside office hours although very rarely.

TO BE AN INTERVIEW YOU NEED TO BE A VERY SKILLED PARAPLANNER AS OUTLINED 45K TO MAXIMUM 50K AND AS OUTLINED, EITHER A 60 MONTH OR 1 YEAR ROLE TIMING LINKED TO THE FABULOUS GREAT COMPANY.

VERY MUCH LOOK FORWARD TO RECEIVING THE SKILLED CANDIDATES WITH THE DIPLOMA OR CHARTERED TO BE CONSIDERED IN THE PARAPLANNING ROLE.

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