Senior Paraplanner - Orpington, United Kingdom - Reed Insurance

Reed Insurance

Verified Company

Orpington, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Senior Paraplanner - SE London/Kent - to £55k

This IFA has been in business for nearly thirty years and serves clients all over the UK from their base in SE London.

You would be part of an experiencedteam that aimsto deliver a working experience that allows our team to have confidence to deliverthe right results for our clients.

We support our people in every way we can as we believe they are our greatest asset.

Our team are encouraged to question why and how we do things, as we do not believe we have a monopoly on good ideas.

The company are looking for a technically strong Senior Paraplanner who is looking to join a growing firm and the opportunity to progress to a Management Role within an agreed timeframe.

The Role

Working with a selected number of Financial Planners, taking fact find, meeting notes and general guidance from the consultants to prepare reports/recommendations.

Ensure sufficient client information is obtained and analyse information gathered by the consultant and challenging advice where required.
Ensure Suitability Reports and templates are kept up to date with all relevant product, legislative and technical changes.
Analysing client data and preparing cash flow plans.
Ensure relevant CPD is maintained and recorded accurately.
Undertake product, investment and market research.
Assist to develop, support and maintain processes.
Compliance with the FCA rules and regulations at all times.
Assisting advisers and paraplanners with ad hoc requirements. These could range from nonadvice related reports to assisting with annual review reports and research.

Essential

Level 4 Diploma qualified and working towards Level 6 (Chartered).
3 years Paraplanning experience within a Financial Planning Practice or similar.
Ability to write clear and concise Suitability Reports for clients.
Ability to prioritise work and complete work within specified timeframes.
Work effectively within a team and mentor others where required.
Positive 'can do' attitude.
Good interpersonal skills (both written and verbal).
High level of technical knowledge and experience.

Desirable

Level 6 (Chartered / Advanced Diploma in Financial Planning).
Relevant experience with external software/tools, such as FE Analytics, Selectapension, CashCalc, Intelligent Office.
Experience with Defined Benefit or safeguarded benefit pension reviews.