Senior Paraplanner - Surrey, United Kingdom - Coast Specialist Recruitment

Coast Specialist Recruitment

Verified Company

Surrey, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

A great new position has arisen within a boutique Wealth Planning firm based in the City - hybrid working

Experience and Qualifications

Have 5+ years' experience within the independent sector of the financial services industry in a paraplanning role involving direct contact with sophisticated HNW clients
Hold Chartered Financial Planner status with the CII
Understand the principles of asset allocation and portfolio construction
Have excellent knowledge of investment, life and pensions products and current legislation
Have broad knowledge of esoteric products, including VCT and EIS investments and structured products
Have a comprehensive understanding of Income Tax, CGT, IHT, Trusts and both DC and DB pension transfers
Understand the importance and benefits of lifetime cashflow modelling, ideally with experience of Voyant as a cashflow modelling tool
Previous experience of using Intelliflo will be an advantage

Competencies

They need someone who can:

Be a resourceful and creative problem solver, capable of embracing the role quickly and progressing to working largely unsupervised
Analyse and evaluate information in detail, and reach suitable conclusions as needed
Has the aptitude to assist the adviser and their clients in an enthusiastic and proactive forwardthinking manner. A high level of organisation and attention to detail is important.
Adapt quickly to changing priorities and needs and new challenges
Remain focused and motivated to deliver an exceptional level of customer service at all times to clients, third parties and colleagues.
Demonstrate excellent written and verbal communication skills, with the ability to effectively communicate complex strategies with clarity
Build a strong proactive working relationship with the advisers, clients and providers

**The role offers a comprehensive benefits package, including a discretionary bonus scheme