Paraplanner - Clayton Davies Ltd : Job Details

Job Description:

Our client is a national wealth management firm who are looking for a Paraplanner to support the Financial Advisers by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Advisers to provide a full holistic advice service to clients, which delivers good outcomes.

The role will involve taking responsibility for the following

• Undertake appropriate, accurate and relevant research, based on the information gathered by the Financial Advisers, known information for clients in the on-going advice service and existing products/services the client has, to enable the Advisers to recommend a suitable solution to meet the client’s needs and objectives with a good outcome.
• Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
• Prepare suitability reports and letters for the Financial Advisers to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances.
• Ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
• Draft and co-ordinate technical documents and research for client presentation.
• When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Financial Adviser for them to discuss with the client.

Key Requirements:

• RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
• At least 5 years experience in a Paraplanner role within a wealth management business
• Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice.