Senior Paraplanner

Job Description:    
To work as part of the team, effectively providing assistance to fee earners and Assistant Managers that meets or exceeds client expectations and supports the partner/manager team. 
Researches product details and technical issues to provide appropriate recommendations to fee earners and/or Assistant Managers
Prepares reports and letters providing advice in accordance with the Firm's standards and compliance guidelines
Maintains client information accurately on financial planning software
Maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes
Adheres to the Firm's risk management policies
Takes responsibility for assigned areas, including having own work reviewed and works to time and budget
Maintain assignment files and identifies key issues early to discuss with consultants
Carries out any other duties to meet with the needs of the business

Skills:
Must be fully FPC Qualified
AFPC qualifications desirable or must be working towards them
Experience in market research and report writing for high net worth clients

 
Benefits:
Competitive benefits package