Paraplanner, Altrincham

In order to apply for this position candidates MUST have PARAPLANNING experience coupled with the Financial Planning Certificate, or equivalent (Taxation-J01 Trusts-JO2) and 1st SOFTWARE.
 
Client Profile:
Our client are an established and well respected wealth management company.
 
Job Role:
To provide an interface between the Client, Consultant and other parties to the transaction(s) with the minimum of input and to compile and provide comprehensive reports, including, but not limited to, existing holdings, new business and their interaction with existing holdings, taxation and overall objectives. To prioritise work and arrange for requisite supporting material to be obtained and to liaise with the Client to deal, confidently, with all aspects arising. The role may be broken down into the following:
·          Check all compliance paperwork is present
·          Confirm client risk profile is determined
·          Discuss client objectives with planner
·          Identify and obtain the information necessary to compile reports

• Identify areas for planning and undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs
• Prepare information/comparisons for analysis by planner
• Liaise with client’s legal and tax advisers (if applicable)
• Consider current and future allocation of assets for investment strategy with regard to client risk profile
• Prepare draft recommendation reports to be discussed/signed off by planner
• Act as a point of contact and deal effectively with queries from clients and other parties through effective communication
• Establish and build strong relationships with clients, colleagues and other parties
• Review investment portfolio, asset allocation, risk profile etc

 
Key Skills/Experience:

• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Ability to multi?task, prioritise effectively and plan own workload
• Detailed and accurate
• Articulate, with excellent interpersonal skills, both written and verbal
• Good IT skills, preferably with experience of 1st Software
• Good report writing skills
• Ability to work independently and in a team  
• Broad knowledge of financial services world
• High level of technical knowledge

                         
Qualifications:
 
Essential:

• Financial Planning Certificate, or equivalent
• Taxation (J01)
• Trusts (JO2)

Desirable:

• Investments (JO6)
• Pensions (JO4 and JO5)
• Chartered Financial Planner or Certified Financial Planner certifications

 
If your skills and experience within Paraplanning/Financial Services doesn’t quite fit this role, please still make contact with either Juliette Lister/Lisa Tremlettas we have a large database of vacancies not presently advertised.  We also work personally on your CV and source suitable vacancies that are more suitable to your requirements.  However, should you not have the required experience your details will be automatically rejected.
 
If you feel you are suitable for this position, please email your full CV along with the following information:
 
Current Salary:
Reason for Leaving current/last position:
Salary expectations:
Are you a car owner:
Which areas are you willing to commute around:
Are there any firms that you wouldn’t want us to approach:
Are you registered with any other agencies:
Have you attended any interviews:
Ideal position: