Paraplanner Opportunity – (Level 4 diploma qualified or Chartered)

An excellent opportunity has arisen for a Paraplanner to work within a highly successful firm in Cambridge with progression opportunities.

Location: Cambridge

Salary:  35-50k dependent on experience

Email your CV to josie@artemisrecruitment.co.uk to apply

Role and Requirements

You will be providing full technical support to a highly successful team of Advisors and will be supported by an administration and trainee Advisor team.

MUST BE LEVEL 4 DIPLOMA QUALIFIED

Technical

• Suitability Letter preparation; complex new business, investment replacement, pension transfers and drawdown letters
• Preparation of critical yield calculations, tax calculations, shortfall calculators, illustrations and advice sets
• CFR checks ensuring compliance requirements are met prior to submission
• Updating CFR where appropriate on technical elements of submissions
• Producing and maintaining tailored client reports for top tier clients, following completion of relevant suitability letter
• Advanced level knowledge of Voyant cash flow modelling tool
• Keep knowledge base up to date with compliance requirements
• Keep up to date with latest Risk briefing notes and fund management issues/changes etc/general compliance

Administration

• Management of caseload and work in progress and LOA function within Salesforce.  Producing regular reports and delegating to Junior Paraplanner/Processor where appropriate
• Working with Administrator to manage business pipeline ensuring all business processed
• Closely working with Junior Paraplanners; assistance with management of workload
• Working closely with Advisors and Administrators to ensure smooth running of back office support.

Personal Attributes

• 1-2 years’ experience of high level suitability report writing.
• Diploma qualification as a minimum
• Excellent level of attention to detail
• Comfortable with working within a small team environment
• Able to work under periods of intense pressure
• Confident in using a CRM system, including updating and reporting
• Flexible approach to their workload and day to day requirements of the business
• Ability to prioritise effectively unsupervised for both themselves and the Junior Paraplanner
• Comfortable in a supervisory position (Junior Paraplanner)
• Good time management skills with a methodical approach to workload