Paraplanner - Olney, United Kingdom - The Curve Group

The Curve Group

Verified Company

Olney, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We have a current opportunity for a Paraplanner on a permanent basis. The position will be based in Olney.

This is an excellent opportunity for an experienced paraplanner who thrives on complex client scenarios.

Our client understands the right balance is needed when it comes to work and personal life.

So, they do all they can to encourage a good work-life balance, currently working on a 60/40% split of office and home working, with the potential for early Fridayfinishes.

Benefits

30 days holiday (plus bank holidays)
3% employer pension contribution
Health Cashback Scheme enrolment
Training allowance/support towards qualifications
Potential for bonus up to 10% of salary
Hybrid working options
Potential for Friday early finishes

Purpose of Job:

To work alongside the Financial Planner taking full responsibility for the preparation and implementation of recommendations and Financial Plans (including cash flow forecasts), and ongoing reviews of client affairs.

To keepup to date with technical and compliance issues and undertake any necessary research.

Key Responsibilities & Accountabilities Client servicing

Establish and build strong relationships with clients and attend client meetings when required

and in person

Respond to client technical enquiries

Supporting Administration Team

Liaise with and support the administration team to maintain accurate client records on the backoffice system, platforms, and any other IT systems e.g., cashflow and risk profiler
Check the accuracy and completeness of new business documentation with administrators
Check changes to clients' investments as necessary

Preparation of recommendations

Identify and obtain information necessary to compile client recommendations/cash flow forecasts
Identify areas for planning
Carry out technical calculations
Carry out due diligence on products, investments, providers etc
Undertake research to identify suitable solutions to meet clients' needs
Prepare information/comparisons for analysis by Financial Planner
Liaise with clients' legal and tax advisers (if applicable)
Consider current and future asset allocation for investment strategy in relation to client risk profiles and lifetime cash flows
Produce clear, technically accurate, compliant, and concise Financial Plans and Suitability Reports as per business process
Ensure that all recommendations and reports meet legal and regulatory requirements