Paraplanner Coventry Salary up to £37,000We are currently working with a boutique Firm of Independent Financial Planners , who have an exciting opening for a Paraplanner to join their team based in the Coventry area. As a result of this ongoing growth.The main purpose of your role will be to prepare written advice and provide technical research services to a team of Financial Planners. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets.
Responsibilities" Liaise closely with consultant to gather all required research for production of Client Written Advice following review, for a fully holistic financial planning service" Working in a client facing team (three or more advisers), serving HNW clients and assisting with the creation of financial planning report to meet the client requirements" Gather and provide product, platform, and fund research " Prepare complex research, such as Annual & Lifetime Allowance, CGT, Defined Benefit Transfers and Bond chargeable gains calculations" Draft and co-ordinate technical documents and research for client presentations" Realigning risk profile" Present research in line with Company Client Written Advice format" Responsibility to keep technical knowledge up to date
The successful candidate will need to have previous experience working as a Paraplanner with knowledge of CRM system and Platforms. You will be PC literate with working knowledge of MS Office product set with exceptional negotiating, forecasting and communication skills. - You will need to hold a Financial Planning Diploma.
Our client is looking for a Self-motivated, Driven, passionate individual, who can come in a hit the ground running, whilst delivering a high degree of professionalism.
For more information please contact one of specialist consultants quoting REF:NJR12994