Job Ref: AH0635
Clark James are delighted to be working on behalf of a highly successful Financial Services firm based near Fareham, who are seeking an experienced Paraplanner.
The Role
We are recruiting an experienced, high calibre, Paraplanner who will be able to demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports.
The role will report to the Head of Paraplanning and the key areas of responsibility are as follows:
· Analyse client information and existing investments/policies
· Tax calculations
· Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
· Write complex suitability reports
· Cash flow modelling
· Review and document procedures and workflows
· Liaise with clients, and attend client meetings where required
· Point of contact for technical queries
· Assisting with training colleagues
The Person
The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.
You will:
· Demonstrate a strong technical knowledge and understanding of all financial products. Experience of DB transfers preferable
· Be level 4 diploma qualified as a minimum
· Have a minimum of 3 years’ experience within a paraplanning role
· Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
· Have a good attention to detail
· Be an effective communicator, both verbally and in writing
· Be able to deal with a fast pace and high-pressure workload and need to not be afraid to challenge
To apply for this role, please forward an up to date CV with the job reference to alice.hadley@clarkjames.co.uk
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
Please Note
All applications received will be dealt with in the strictest confidence.
Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.
Alice Hadley
