Paraplanner - £20k - £35k

£20,000 - £35,000 yearly
  • Wessex Investment Management Limited
  • Shaftesbury, United Kingdom
  • 12/01/2018
Full time Paraplanner

Job Description

To assist our Adviser(s) in the delivery of advice and ongoing services to prospective, new and existing clients wherever the business need is, whether this is to private investors or small corporates.

Key Responsibilities and Accountabilities

In liaison with an Adviser:

  • Prepare technical and accurate suitability reports in line with our standards.
  • Conduct research on clients’ financial planning arrangements (existing and recommended); to demonstrate suitability and sustainability to meet the clients stated needs and objectives.
  • Identify and calculate any potential tax benefits/charges to clients.
  • Demonstrate a broad range of knowledge across all advice areas, in line with Wessex Investment Management’s position as an "Independent Financial Adviser".
  • Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk.
  • Compile investment/pension/protection illustrations, projections, associated documentation and prepare client service agreement letters.
  • Assist in the management of the Advisers’ client commitments, diary planning and management of fee income, as required.
  • Handle client queries, as required.
  • Ensure client files comply with the company business quality standards.
  • Assist in checking client valuations.
  • Provide support with ad hoc projects and tasks where necessary.

Skills Profile

Essential

  • Excellent verbal and written communication skills 
  • Excellent knowledge and experience of Microsoft Word, Excel and Outlook
  • Excellent personal organisational and administrative planning skills
  • Highly numerate
  • Excellent attention to detail
  • Proven ability to work on own initiative as well as the ability to work within a team environment and build effective working relationships both internally and externally
  • Knowledge of Intelligent Office
  • Knowledge of pensions, investments, and protection products

Desirable

Experience of FE Analytics, Defaqto, The Exchange, OM Systems Pension Profiler and O&M Transvas