Paraplanner – Wealth & Tax Management Limited

JOB DESCRIPTION
Do you have exceptional communication skills and strong attention to detail? If so, we have an excellent opportunity for a Paraplanner to join our friendly team.
The ideal candidate will assume full responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts), and ongoing reviews of client affairs. To keep up to date with technical issues and undertake necessary research.
You will also assist in the preparation for client meetings, creating and maintaining client records, client valuations, processing new business applications and compliance reports.
Key accountabilities;
To accurately follow the correct company procedure in relation to the following (but not exhaustive) tasks:
Researching, providing analysis and producing client recommendations
Providing technical support
To be an alternative point of client contact for all non-advice related matters
Produce compliant suitability reports
Keep up to date with the technical market and qualifications required to enjoy diploma status
Design and implement office procedures
Ensure the work you carry out is at the highest and accurate standard required
To comply with requests of company management in agreed timescales
Ensure the inputting of data into company software is accurate and appropriate
Operate effective time management, ensuring tasks are planned and carried out on time with efficiency
Identify business opportunities and bring them to the attention of company management
Identify inefficiencies with company procedures and bring them to the attention of office management
The ideal candidate will be based within a 20-25 mile radius of our office, based near Central Milton Keynes.
Keywords:
Paraplanner | Analysis | FCA | Financial Services | Administration | G Suite | CII DipPFS | Reporting | Client Support | Customer Service | IT Literate | MS Office | Word | Excel | PowerPoint | Graduate | Degree Qualified | Business | Law | Data Entry | Compliance | Technical Support | Investments | Pensions | Wills | Trusts
Benefits
Pension
Life insurance for £150,000
Private health insurance with AXA
Free parking
Essential Skills
Diploma in Financial Planning
At least 2 years’ experience working as a Paraplanner
Excellent attention to detail
Ability to work within defined business processes and achieve deadlines
Highly organised and methodical, analytical and disciplined
Ability to prioritise and plan own workload
Desired Skills
BSc in Economics, Mathematics, Physics, Business or a related discipline
Knowledge of technical financial planning tools and financial modelling software, Voyant
About Company
Wealth &
Tax Management Limited are an Independent Financial Advisers and Chartered Financial Planners based in Milton Keynes. We advise clients in Buckinghamshire, Bedfordshire, Northamptonshire and throughout the UK.
Essential Requirements
Diploma in Financial Planning
At least 2 years’ experience working as a Paraplanner
Excellent attention to detail
Ability to work within defined business processes and achieve deadlines
Highly organised and methodical, analytical and disciplined
Ability to prioritise and plan own workload

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Paraplanner – Wealth & Tax Management Limited