MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SKILLED PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP.
THE ROLE EXPECTATION PURPOST
To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser.
In addition, YOUR QUALIFICTION must be: -
LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE:
*ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (OR WORKING TOWARDS).
*THE DEGREE in Financial Paraplanning
*BACHELORS’S DEGREE IN BUSINESS ECONOMICS
*ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING
*MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE
* Role Accountabilities

*Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS
*Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries.
*YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS.
*PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS
*MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS
*PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS’ GOALS & POTENTIAL OUTCOMES.
*PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING.
*LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS QUALIFICATION VERY MUCH REQUIRED
Mandatory: Level 4 – CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS!
Highly Desirable:

*Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards).
*Degree in Financial Planning
*Bachelor’s degree in business/economics
*Pension Transfer Specialist (CII AF7)
*Minimum of 5 years’ experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM
FABULOUS BENEFITS!
*Office 3 Days. Home 2 Days
*Salary based on experience
*25 days annual leave
*4% Company Pension and 66% of Company NI on Salary exchange
*Death in Service (up to £200k)
*Cash Plan
GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED PARAPLANNER LINKED TO THE GREAT COMPANY AND A GREAT LINK OF TEAMS IN THE COMPANY: )