The Paraplanner will support a team of Wealth Managers in the administrative management of client portfolios as well as assisting in the growth of the business whilst providing a high level of client service and support.
The Paraplanner will offer financial planning administrative support to the team whilst maintaining client relationships. This will include preparation and implementation of recommendations, preparing balance sheets for the client portfolios, creation and maintenance of new and existing client files, CGT calculations plus various client reporting requirements and monitoring of client accounts entrusting that they are not violating guidelines and update and change accordingly.
The Paraplanner will have lots of face to face exposure with clients and will prepare the client meeting summary plan documents and recommendations. Prior to the client meetings obtain information to create cash flow plans, then follow up for the return of documentation. Gather relevant review documents and review reports required for the meetings.
Run daily/weekly/monthly performance reports on interval systems, ensuring that any irregularities are inspected and resolved.
Work with platform and service providers as required.
Minimum of 2 years’ experience in a similar Paraplanning role within Wealth Management.
Will be Level Diploma 4 qualified or working towards it.
A good attitude, an ability to learn quickly and a hard working attitude are vital for this role.
Strong knowledge of MS Office Suite.
CRM experience is advantageous.
Strong written and verbal communication skills, decision-making abilities and attention to detail are very important.
Ability to interact with staff at all levels in a fast-paced environment, sometimes under pressure.
Strong numeracy skills and experience of dealing with multiple currencies.
Solid analytical and research skills and able to communicate technical knowledge clearly.