A successful Wealth Management practice based in Dorking has an excellent opportunity for a Paraplanner to join their team.

The successful candidate will provide extensive technical support to Advisers within the organisation, with a primary focus on Pensions and Investments.

Main Duties:

• Manage the planning workflow
• Receive and implement requests from the Adviser(s)
• Gather and record client data
• Prepare and compare financial analysis
• Prepare reports to a professional and timely standard
• Provide information for annual reviews and identify areas not covered
• Communicate with selected clients (face to face or remote) and third parties
• Develop and maintain all processes relevant to technical support
• Delegate and communicate clearly with technical and client support
• Undertake financial planning and product-based research
• Operate within the compliance and corporate standards of the business
• Undertake appropriate professional development and training
• Report on key measures on a regular basis

Requirements:

• High level of technical knowledge
• Ability to use technical financial planning tools, financial modelling and back office software e.g. FEAnalytics, Selectapension, Voyant
• Clear understanding of an adviser’s role
• Interpersonal skills to develop and maintain client trust and inspire confidence
• Articulate - able to communicate effectively in verbal and written form
• Solutions orientated - imaginative
• Highly organised, methodical, analytical, disciplined, able to work to deadlines
• Ability to use back office systems
• QCA Level 4 or working towards that level

This is an excellent opportunity for an experienced Paraplanner to join a wealth management practice that are focussed on providing the best service, helping clients to understand and plan for their financial future.

If you would like to apply for this vacancy, please contact Karen Halliday