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Antony George

The purpose of this role is to act as a Paraplanner within the business. This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.

Duties and responsibilities

Some of your duties and responsibilities will include (but not be limited to):

  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
  • Compile suitability reports
  • Undertake necessary research and analysis including fund analysis, product comparison, product analysis, fund research, charges analysis
  • Pre-populate client application forms.
  • Record monitor and report on progress.
  • Instruct the IFA Administrator to proceed with preparation packs for clients.
  • Ensure that potential service delivery failures are brought to attention.
  • Deliver an efficient and valuable service by operating in a timely fashion and offering constructive ideas and feedback.
  • Check files are fully compliant.
  • To build a strong working relationship with the Advisers in order to provide exceptional support in the delivery of their business strategy.
  • To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.
  • To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill.
  • Liaising with Directors on a regular basis, to be agreed, to update, maintain and review work in progress and task lists.
  • Compile meeting preparation packs and attend meetings when required.

The Company

Our client is a highly successful Chartered IFA practice in Saffron Walden, Essex. They provide inspired financial thinking, bespoke planning, and an assured service to a limited number of private clients, families, and businesses.

With over 100 years of collective experience, they offer a refreshing approach bringing institutional benefits and investment strategies to the private client utilising the latest financial technology.

Their aim is to ensure that their clients receive the best possible advice to enable them to build and protect their wealth in the most efficient manner.

What does the successful candidate look like?

The successful candidate will have at least 2 years paraplanning experience and hold the Level 4 Diploma in Financial Planning or equivalent. You will have a working knowledge of core financial products including pensions, ISAs, Investment Accounts, Bonds, Venture Capital Trusts, Enterprise Investment Schemes and all forms of protection.

Skills

  • To be efficient, diligent, and disciplined in all tasks undertaken.
  • Must be a great team player and be able to work collaboratively and effectively with colleagues.
  • High attention to detail.
  • The ideal candidate will have knowledge and proficiency in investment research tools and analysis.
  • Would be an advantage to have experience of cash-flow planning tools.
  • Excellent organisation, communication, and numeracy skills both written and oral.
  • The ability to work accurately under pressure of tight deadlines.
  • The ability to prioritise tasks and remain calm under pressure.
  • The ability to work from your own initiative.
  • Excellent accuracy and attention to detail.
  • To have a forward-looking, can-do attitude when dealing with client instructions.
  •  You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates, and reports to brand guidelines.

Salary & Benefits:

The successful candidate will receive a basic salary of £40,000 – £45,000 per annum, plus, free parking, Private Medical Insurance, Private Health Insurance, contractual sick pay and a Pension scheme.

Location: Saffron Walden, Essex

Experience (Essential):  at least 2 years Paraplanning experience.

Qualifications (essential): Level 4 Diploma in Financial Planning or equivalent.

Type of role: Full Time, Permanent

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat one our Directors, Lee Old. Alternatively find us on LinkedIn and send us a message!


    • Job type: Permanent, Full Time
    • Location: Saffron Walden
    • Date posted:
    • Pay:££40,000 - ££45,000 per hour