Senior Para-planner

Dorking

£40-45k DOE + 25 days holiday + BH, Death in Service Scheme, Income Protection Scheme, Health Benefits Package , Auto enrolment pension scheme and Free Parking at the office

A wealth management and financial planning business, focussed on helping clients to understand and plan for their financial future is looking for a Senior Para-planner. You will be accountable for the following;

• Manage the planning workflow
• Receive and implement requests from the Managing Director
• Gather and record client data
• Prepare reports to a professional and timely standard
• Provide information for annual reviews and identify areas not covered
• Communicate with selected clients (face to face or remote) and third parties
• Develop and maintain all processes relevant to technical support
• Delegate and communicate clearly with technical and client support
• Undertake financial planning and product-based research
• Operate within the compliance and corporate standards of the business
• Undertake appropriate professional development and training
• Report on key measures on a regular basis

Skills, knowledge and experience:

• High level of technical knowledge
• Ability to use technical financial planning tools, financial modelling and back office software: Morningstar, FE Analytics, Selectapension, Voyant
• Ability to use back office systems: Intelligent Office (IO) and Virtual Cabinet (our document management system)
• Clear understanding of an adviser's role
• Interpersonal skills to develop and maintain client trust and inspire confidence
• Articulate – able to communicate effectively in verbal and written form
• Solutions orientated – imaginative
• Highly organised, methodical, analytical, disciplined, able to work to deadlines
• QCA Level 4 as minimum and ideally working towards CII chartered status or CISI / Certified Financial Planner