Our client based in Northampton are seeking an experienced Senior Paraplanner to work closely with the financial planning and support teams to develop comprehensive financial plans for their clients.
Responsibilities:
* Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
* Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
* Prepare cash flow reports and presentations for client meetings.
* Research and stay up to date on industry trends, products, and regulations.
* Collaborate with financial advisors to implement and execute client strategies.
* Maintain accurate and detailed records of client information and communications.
* Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
* Assist in the preparation of recommendations and complex calculations.
Essential Requirements:
* Level 4 Diploma qualified.
* Minimum of 3 years of experience in an IFA firm.
* A detailed understanding of pensions, investments, protection, and tax planning.
* Strong analytical and problem-solving skills.
* Excellent attention to detail and organizational abilities.
* Proficiency in financial planning software and Microsoft Office Suite.
* Ability to work independently and as part of a team.
* Excellent communication and interpersonal skills.
* Highly skilled and detail oriented.
Desirable Requirements:
* Cert (PFS) Paraplanning qualification.
* Efficiency and experience using Intelliflo planning and intelligent office.
* Experience using the Novia/Wealth time and James Hay/Nucleus platform.