• Job Title: Paraplanner
  • Contract Type: Permanent
  • Location: Eastbourne, East Sussex
  • Industry: Financial Services
  • Salary: £30000 - £40000 per annum
  • Reference: T3GL 1376704_1625649763
  • Contact Name: Sammons Group
  • Contact Email: eastbourne@sammons.co.uk
  • Job Published: 07/07/2021 10:22

Job Description


Eastbourne, East Sussex | £30000 - £40000 per annum | Posted 104 days ago

The Company

Our client specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, they assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning. They are searching for a Paraplanner to join their experienced team based in the Eastbourne area.

The Role

The role will include a variety of tasks including but not limited to:

  • Fully analyse clients' requirements, develop cash flow models and accurately record client data
  • Research and analyse financial products to meet Client requirements and objectives
  • Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
  • Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
  • Deal with general client queries and attend client meetings with the Partner as required
  • Work with other Practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
  • Stay abreast of legislative changes and other regulatory issues taking necessary action as required
  • Work within and stay up to date with template changes and advice notes
  • Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
  • Undertake continuous professional development to meet regulatory requirements and personal development needs

The Candidate

The ideal candidate will have the following skills and experience:

  • Previous paraplanning experience within an IFA or Wealth Management environment
  • Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience)
  • Chartered Financial Planner status (preferred)
  • Familiar with all major research systems (e.g. Analytics, Voyant etc.)
  • Experience of the Pension Transfer market
  • Experience of the administration of IHT and/or Investment products
  • Demonstrates up to date knowledge of relevant regulation and legislation
  • Able to transpose information accurately
  • Strong numeracy skills
  • Comfortable using templated Suitability Letters
  • Confident in dealing with third parties and can work with total discretion
  • Highly organised with excellent communication skills
  • Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
  • Exceptional attention to detail
  • Manages time effectively with the ability to multi-task
  • Keeps calm when faced with conflicting demands and handles these effectively
  • Demonstrates a positive attitude at all times
  • Works well on own tasks as well as on shared goals as part of a team
  • Enthusiasm to help clients

Reference: 1376704

This is one of the many roles we are working on at the Sammons Recruitment Group. Please visit our website www.sammons.co.uk for full details on all Permanent, Temporary and Contract career opportunities we are actively seeking candidates for.

Recruiting on the basis of Talent, we are committed to supporting and promoting diversity in the workplace, and consider all applications.

If you have not heard from us within 7 days you will have not been successful on this occasion, however, we would welcome your application for alternative vacancies.

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