Location – Farnham, Surrey (GU9)
Salary - up to £45,000 per annum
This is an excellent opportunity for an experienced paraplanner to work closely with the Financial Planners and Administration Team in delivering high-quality financial planning advice to our clients.
The role offers the opportunity to help manage the advice process, supporting both a senior adviser and a growing next-generation adviser within the practice.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions. You may also be required to attend client meetings with the Principle and other Advisers.
You will be responsible for producing compliant financial planning reports for Financial Planners to present to clients.
You will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including conducting research to source suitable solutions; completing detailed and informative reports and liaising with the Administration team to ensure business is accurately processed and systems are correctly updated.
You will always strive to produce well thought out and meaningful presentations and reports that demonstrate your attention to detail and understanding of the Clients' needs.
Key Responsibilities: Technical Adviser Assistant / Paraplanner
Technical Support
* Conduct research across pensions, investments, protection and estate planning solutions
* Prepare and write clear, compliant and client-focused suitability reports
* Analyse existing client arrangements and identify planning opportunities
* Assist advisers with technical queries and financial planning strategies
Case Ownership
* Assist in managing cases from beginning to end, alongside the advisers and administration team
* Work closely with the administration team to ensure applications are processed accurately
* Monitor progress of business submitted and liaise with providers where necessary
* Ensure all client files and back-office systems are fully updated
Financial Planning Support
* Prepare cashflow models using Voyant
* Provide analysis with use of Financial Express Analytics
* Assist with client meeting preparation and post-meeting actions
* Produce illustrations, product comparisons and supporting documentation
Team Collaboration
* Work closely with advisers, administration staff and practice manager
* Help maintain a smooth workflow between advice, paraplanning and administration
* Contribute to improving processes and efficiencies within the practice
About You: Technical Adviser Assistant/Paraplanner
We are looking for a motivated individual who enjoys the technical side of financial planning and takes pride in producing high-quality work.
You will have:
* Experience working in a Paraplanning or Technical Adviser Support role
* Strong suitability report writing skills
* Good knowledge of pensions, investments, protection and estate planning
* St. James’s Place experience preferable, but not essential as training can be provided
* Experience with Voyant is desired
* Excellent attention to detail and organisational skills
* You will need to be self-motivated and have the ability to manage multiple cases and deadlines effectively
The Practice is highly successful and prides itself on offering a first-class service to all their clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
St. James’s Place plc (SJP) is a leading, a highly regarded FTSE 100 Wealth Management company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.
SJP has funds under management in excess of £220.0bn. This business is well established and highly successful.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment
Salary description
£45000.00 - £45000.00 per year