2 Paraplanner jobs

Recruit UK are representing a multi-family office in Bishops Stortford. This is a specialist firm which provides bespoke investment management solutions to a select group of HNW/UHNW clients. Its infrastructure is drawn from the professional investment marketplace and the solutions delivered to clients are more in line with those offered by private banks than a typical financial planner, although the business does provide much of what an IFA and wealth manager offer. They are looking to hire a Technical Paraplanner/Business Manager to start in January 2018 to support the directors in managing their portfolio of clients and growing the business. A successful candidate will be expected to further refine and enhance the process and become an integral part of the business. Management duties will follow as the business grows. This will be a varied, challenging role, however, will prove very rewarding for the right candidate. Duties will include: Interpreting data obtained by Directors during client meetings Conducting research on protection, pension consolidation, Wills and LPAs, cost and performance comparisons for existing investment holdings Liaison with existing product and services providers for clients to obtain and analyse relevant information Preparation of Suitability Letters, Specialist Report Writing and Cash Flow modelling Developing project roadmaps for each client, based on priority objectives Preparing the necessary documentation and requirements to fulfil all aspects of client onboarding and account opening Assisting Directors in pre-review file checks Managing the annual review process for all clients, including preparation of total wealth statements and project roadmap status Supporting the Compliance Officer with regulatory record keeping and reporting Proactive client service and communication, including face to face meetings Dealing with client queries raised by either client, provider/FP. Complying with the FCA Rulebook and the firm’s internal procedures at all times. Requirements: Level 4 Diploma with the desire to gain Chartered accreditation Extensive paraplanning experience Experience in IHT, including BPR and specialist tax structures including EIS, VCT and FIC A keen interest Investments, with the desire to learn from experienced professionals Strong leadership, drive and organisation skills, along with effective communication Ability to take initiative and apply judgment on a day to day basis and challenge High attention to detail, following workflows carefully and ensuring documentation is produced to a high standard A confident problem solver, identifying tools and methodologies to streamline the process Desirable: Good working knowledge of Intelligent Office (iO) Experience using SelectaPension for pension analysis Experience of discretionary portfolio management tools and online stockbroking/investment trading software Experience of a professional investment management or private banking environment If you feel this opportunity could be for you and you would like to find out more, please contact Tom at thomas.barton-howorth@recruitukltd.co.uk

We have a vacancy for an experienced Paraplanner to join our award-winning team as the business continues to grow. You should be (at least) Diploma qualified and have at least a minimum of two years’ experience working as a Paraplanner covering investments, pensions and financial planning. Experience with Truth from Prestwood would be beneficial. You will be working within our existing Paraplanning team in Cranleigh (or at our new office in Petersfield), supporting our Financial Planners by carrying out research, developing financial plans, writing reports and attending some client meetings. Our ideal candidate has excellent attention to detail and the ability to work autonomously, taking a client file and turning into a technically accurate and well presented financial planning report. For the right individual, a competitive salary and bonus structure, along with a pension contribution, private medical insurance and fully funded study/training is available. This role can either be based at our Head Office in Cranleigh or our new office in Petersfield. Applications from candidates local to either location are encouraged. In the first instance, please email martin@icfp.co.uk in confidence to find out more. No agents at this stage, please. Informed Choice is an award-winning firm of Chartered Financial Planners based in Cranleigh, Surrey and Petersfield, Hampshire. We help people find answers to the big financial questions in life, leading a meaningful life as a result. We’re a relatively small team of 14 in total, working together across three smaller teams; Financial Planners, Paraplanners and Administrators. Our employees consistently tell us this is a great place to work! In addition to paying competitive salaries and a comprehensive package of employee benefits, we fully fund and support professional development including membership of the Chartered Insurance Institute and associated examinations. There are opportunities for career progression too! In the past two years, we have promoted three Paraplanners into Financial Planning roles. We supplement a generous holiday entitlement with extra paid time off over Christmas, and fun events during the year, including our summer BBQ and Christmas parties. If you’re serious about your career in Financial Planning and want to join a top-performing team with a high profile, please do get in touch for a confidential discussion.