Senior Paraplanner

Job description

Overview
 
The position will bolster a team of 5 paraplanners, providing technical support to a team of 3 Advisers. As this is based in an affluent are you will be servicing HNW clients with complex, technical advice.
 
The Position
 

• Coordinate and manage new and existing client work-flows
• Oversee development and renewal of Statements of Advice, Reviews and client facing documents
• Accompany Adviser on client meetings and engage throughout.
• Support clients as first / second point of contact on any queries they have.
• Perform fact-finds and Develop robust financial strategies based on these
• Maintain a solid, compliant work ethic; ensuring you remain methodical and organised in your day-to-day duties

 
Requirements
 

• Excellent compliance and technical knowledge, gained from 4-5 years of previous role within paraplanning
• Strong grasp of financial planning software systems and Platforms Inc. Xplan and Practifi
• Interpersonal skills that will contribute to building successful relationships with clients and add to a terrific office culture.
• Relevant Financial Planning qualifications including CFP