Senior Paraplanner - Sticklepath, United Kingdom - GCB Agency Recruitment

GCB Agency Recruitment

Verified Company

Sticklepath, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are looking for a Senior Paraplanner to provide technical assistance to a Senior Planner.

This individual will coordinate work within the planner's support team, ensure reports are prepared and issued in a timely manner, and ensure new business is effectivelymanaged to completion.

Responsibilities of a Senior Paraplanner:

Managing work coordination and interfacing on the senior planner's behalf with clients, colleagues and other third parties as required
Ensure senior planner's pipeline is documented and up to date to enable accurate forecasting
Travelling to client meetings to support with technical queries, take meeting notes, action points and cash flow modelling preparation and presentation
Provide guidance to the Executive Assistant in relation to timescales and required meetings
Prepare and maintain client files and client reviews
Build cash flow models
Prepare recommendations and suitability reports
Prepare for client reviews, dealing effectively with queries from clients and other parties

Requirements of a Senior Paraplanner:

Knowledge:

Excellent understanding of the financial planning process.
Good technical knowledge in a wide range of product areas pensions, investments, IHT planning, tax planning, and protection.
Excellent suitability report writing skills.
Keep up to date with new products, and technical and legislative changes within the marketplace.

Experience:

Minimum 5 years experience working within a financial planning company.
Experience using client cashflow modelling software is preferable.

Qualifications:

Has achieved a Diploma in Financial Planning or equivalent.
Consent to, and have clear results for, police checks, bankruptcy searches and any other background screening that is required for this position.

Skills / Personal Attributes of a Senior Paraplanner:

Proficient IT skills. Basic word processing, spreadsheet, and database knowledge.
Excellent planning and effective organisational skills.
Computer literacy.
Honesty and integrity.
Methodological approach to work.

Salary/ Benefits of a Senior Paraplanner:

£35,000
£50,000 Basic
Attractive Benefits Package
Shopping discounts
Death in Service
24/7 GP

This job has been posted by GCB Agency Recruitment Ltd which is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.