Lewes
Our client are seeking a talented senior paraplanner to join their existing team in Lewes.
The successful applicant will be a key member of the leadership as you will be responsible for overseeing the work of the paraplanning and administration team. In addition, you will provide dedicated technical paraplanning support to the firm’s advisers.
Applications are invited only from Level 4 qualified industry professionals with a minimum of 4 years’ relevant paraplanning experience. It is likely that you will have achieved Chartered status, or be working towards this accreditation.
You must be able to demonastrate a high level of professionalism and integrity and be a positive and enthusiastic team player with the ability to lead a team.
Key Responsibilities:
- Provide high-quality technical support to the financial planners and assistants, particularly in connection with complex matters, e.g. SSAS, DB schemes, EIS & VCTs and Investment bonds.
- Manage and mentor the FPAs.
- Support the FPAs in the preparation of client financial plans and Suitability Letters.
- Provide additional FPA resource/cover as and when needed.
- Serve as the primary point of contact for technical discussions with clients, product providers and internal teams.
- Take responsibility for ensuring that the financial planners and FPAs remain up to date with both the technical understanding and practical application of relevant products and strategies.
- Proactively ensure that internal advice-related processes are structured and followed efficiently and consistently.
- Selecting the most suitable products for the firm’s clients, e.g. wrap platform due diligence and selection of, and training on, research tools.
- Assist the Investment Director with gathering of fund due diligence for the Centralised Investment Proposition.
- Attend client meetings on request, e.g. for detailed discussion of more complex issues
- Ensure that recommended technical solutions comply with industry standards, regulatory requirements and internal processes.
- Liaise with Compliance to ensure the firm’s processes adhere to the highest standards.
- Identify opportunities for process improvements and new technologies which can enhance product offerings or internal processes.
You must have excellent analytical skills and attention to detail. Applicants must be IT literate with strong knowledge around CRM systems, platforms and paraplanning software. You will be a highly effective communicator who is confident with building positive relationships with advisers, colleagues, clients and third party providers.
In return, you can expect a competitive salary in line with experience, support with your professional development and good benefits package including private medical insurance. This role will be office-based.
This is a fantastic opportunity for the right candidate to progress their career in a highly-respected company. The successful candidate will be given the opportunity to expand their responsibilities and progress to the role of Financial Planning Director over time.