CII DipPFS qualified Paraplanner - Possible signing on bonus
REQUIRED EXPERIENCEPLEASE NOTE - There are three roles of which two offer a signing on bonus (payable after completing probation).We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report.The role will report to the Paraplanner Manager and the key areas of responsibility are as follows:Analyse client information and existing investments/policiesTax calculationsConstruct appropriate solutions for clients and make recommendations in conjunction with the advisersWrite suitability reports for cases of varying complexityRun cashflow models for clientsBe a point of contact for technical queries for CS and advisersCommunicating with clients on research and report time scalesAttend client meetings where requiredHelping to train other members of the teamPotentially getting involved in some project work to further improve our systems and processesLeading Pod meetingsUndertake peer reviews for the paraplanning teamCANDIDATE PROFILEThe 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.They will:Demonstrate a strong technical knowledge and understanding of all financial productsHold the CII Level 4 diploma in reg
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