Senior Paraplanner

Our client is a very well respected Chartered Financial
Planning firm in Alderley Edge, they are currently recruiting a Senior
Paraplanner to provide high quality technical support to the Financial Planner
before, during and after Annual Planning Meetings and maintain the client
relationship in the interim periods.  

Principal Accountabilities / Main Responsibilities

• Management of client relationship between meetings

• Ensure company processes adhered to. Challenge financial
planner if required.

• All FP aspects of Voyant client records up to date, well
annotated and understood

• Curo kept up to date with any changes that affect the
client’s financial plan.

• Responsible for the accuracy of any client -facing systems

1.      All meeting prep (including agenda)

2.      Attend client meetings

3.      Management of client relationship/issues in
between meetings

4.      Ensure clients’ Financial Plans always ‘make
sense’

Knowledge & experience

Ability to demonstrate ownership and independence in
previous roles

Ability to manage own workload and prioritise work
effectively

First class technical expertise in a range of different
areas of advice.

Level 6 qualification desired (Chartered / Certified etc)

Superb technical knowledge of Financial Services products

Have experience of using the Voyant Financial Planning
software

Skills Ability

To read, digest and assimilate information.

Eye for detail and accuracy

Highly organised, methodical, analytical and disciplined

Solutions, not problems orientated

Excellent verbal and written communication skills
Interpersonal skills to develop and maintain client trust and inspire
confidence

Cashflow modelling experience (Voyant preferable)

Systems Experience – Curo, FE Analytics, O&M Pension
Profiler, Genovo, Exchange/Assureweb, Defaqto Excellent IT skills, particularly
Excel, Word and Powerpoint.