Paraplanner
Plus Ltd, Stratford-upon-Avon, Warwickshire
Paraplanner
Salary not available. View on company website.
Plus Ltd, Stratford-upon-Avon, Warwickshire
- Full time
- Permanent
- Onsite working
Posted 6 days ago, 10 Sep | Get your application in now to be included in the first week's applications.
Closing date: Closing date not specified
Job ref: 6ef9a6fd0818484ab537518ff10a7285
Location ref: Stratford-upon-Avon, Warwickshire
Full Job Description
- Generate business opportunities whilst developing lasting relationships with new and existing clients.
- Manage and develop an existing client portfolio, delivering a professional and personalised financial planning service.
- Build strong referral partnerships with accountants, solicitors and other professional introducers.
- Manage the end-to-end client journey, from technical case preparation and paraplanning through to business submission and ongoing client servicing.
- Prepare high-quality suitability reports and personalised financial planning recommendations using internal systems.
- Respond to client enquiries, produce valuations and maintain accurate client documentation in a timely manner.
- Complete Capital Gains Tax calculations, chargeable event gain assessments and support tax-efficient financial planning strategies using specialist tools.
- Ensure all client work is completed accurately, maintaining compliant records within Intelligent Office whilst adhering to FCA regulations and internal compliance procedures.
Previous experience within wealth management, paraplanning or financial planning support. - A good understanding of the UK financial planning market.
- Excellent report writing skills with the ability to communicate complex financial information clearly.
- Sound knowledge of pensions, investments, Capital Gains Tax, chargeable events and tax planning principles.
- Strong interpersonal, organisational and relationship-building skills with a commitment to delivering outstanding client outcomes.
- Proficient in Microsoft Word, Excel and Outlook. Experience using Intelligent Office or similar financial planning software would be advantageous.
Our client is a long-established and trusted Independent Financial Advisors, who are looking to recruit additional expertise into their business.
Direct job link
https://www.jobs24.co.uk/job/paraplanner-127373095