Paraplanner - Marlow

Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients. Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients.

Key Responsibilities:

-   Conducting extensive research and providing Advisers with technical assessments and reports.
-   Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
-   Produce technical and compliant suitability letters.
-   Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
-   Manage complex cases and find solutions to technical problems
-   Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
-   Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning. 
-   Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained. 
-   Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
-   Help highlight operational areas of improvement and assist with any changes made.
-   Take an analytical approach to making client recommendations and use good data skills to support these.
-   Translate complex information into easy-to-understand client correspondence
-   Ensure all work meets all compliance, high ethical standards and reflects the company values
-   Contribute to the team’s work enjoyment, growth, and success
 

The successful candidate will have experience of the following:

-   Complex IHT and Estate Planning
-   VCT, EIS and BR Products
-   Pension/retirement planning
-   Carry forward and lifetime allowance calculations
-   Structured products
-   Trusts
 

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk 

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