Trowlock Wealth Management LLP
Rugby, Warwickshire
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued. Responsibilities Provide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products; Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations; Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given; Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals; Communicating with SJP support departments, the Advisers or other relevant parties to ensure the case is completed wholly in a compliant and high quality manner; Effective case handling and ownership from start to finish; Consider current and future allocation of assets for an appropriate investment strategy with regards to the Clients risk profile; Compiling, clear and comprehensive reports, with recommendations that are within compliance standards; Preparing illustrations to match recommendations; Being one of the go-to individuals for advice on technical queries and your duties will focus on supporting the full client journey and positive client outcome; Assist with post review meeting case work including SL reports and/or follow up technical tasks that may be required; Running CYC and/or other key technical calculations when required such as LTA, ISC, IHT or CGT (not an exhaustive list) alongside any supporting documentation required relating to the same; Assisting in the preparation of all tax calculations, where necessary; Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis; Assisting with client review meeting prep where technical comparisons or calculations may be required Work within and stay up to date with template changes and advice notes Experience & Knowledge Required Previous paraplanning experience (at least 3 years) within an SJP practice (preferred) or a Wealth Management environment; Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience); Chartered Financial Planner status is advantageous but not essential; Familiar with all major research systems (e.g. FE Analytics, Voyant etc); Proficient using all Microsoft systems including Outlook, Word, PowerPoint and Excel Experience of the Pension Transfer market; Experience of the administration of IHT, Trusts and Investment products; Competent creating, adapting and writing SL reports including utilisation of system templates and internal processes; Demonstrates up to date knowledge of relevant regulation and legislation Personal Attributes Required Able to transpose client information and financial data accurately and compliantly; A proactive mindset with exceptional attention to detail; Strong numeracy skills; Confident in dealing with third parties and able to work with discretion; Highly organised with excellent communication skills; Manages time effectively with the ability to multi-task; Keeps calm under pressure, especially when faced with conflicting demands; Demonstrates a positive attitude at all times; Works well on own tasks as well as working as part of a wider team with shared goals Able to travel to Esher and/or London (average once a month) Benefits Hybrid working (1 day per week WFH) Workplace pension scheme (employer contribution of 4% of gross basic salary provided the employee also personally contributes 4%) Private medical insurance (after 6 months employment) Onsite parking Time off and funding for professional development (exam support) Discretionary bonus (based on company and personal performance) 25 days hols plus stat bank holidays EqualityWe are an equal opportunities employer and welcome applications from all qualified persons regardless of their sex, race, age, disability, sexual orientation or other protected characteristics. JBRP1_UKTJ
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued. Responsibilities Provide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products; Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations; Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given; Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals; Communicating with SJP support departments, the Advisers or other relevant parties to ensure the case is completed wholly in a compliant and high quality manner; Effective case handling and ownership from start to finish; Consider current and future allocation of assets for an appropriate investment strategy with regards to the Clients risk profile; Compiling, clear and comprehensive reports, with recommendations that are within compliance standards; Preparing illustrations to match recommendations; Being one of the go-to individuals for advice on technical queries and your duties will focus on supporting the full client journey and positive client outcome; Assist with post review meeting case work including SL reports and/or follow up technical tasks that may be required; Running CYC and/or other key technical calculations when required such as LTA, ISC, IHT or CGT (not an exhaustive list) alongside any supporting documentation required relating to the same; Assisting in the preparation of all tax calculations, where necessary; Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis; Assisting with client review meeting prep where technical comparisons or calculations may be required Work within and stay up to date with template changes and advice notes Experience & Knowledge Required Previous paraplanning experience (at least 3 years) within an SJP practice (preferred) or a Wealth Management environment; Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience); Chartered Financial Planner status is advantageous but not essential; Familiar with all major research systems (e.g. FE Analytics, Voyant etc); Proficient using all Microsoft systems including Outlook, Word, PowerPoint and Excel Experience of the Pension Transfer market; Experience of the administration of IHT, Trusts and Investment products; Competent creating, adapting and writing SL reports including utilisation of system templates and internal processes; Demonstrates up to date knowledge of relevant regulation and legislation Personal Attributes Required Able to transpose client information and financial data accurately and compliantly; A proactive mindset with exceptional attention to detail; Strong numeracy skills; Confident in dealing with third parties and able to work with discretion; Highly organised with excellent communication skills; Manages time effectively with the ability to multi-task; Keeps calm under pressure, especially when faced with conflicting demands; Demonstrates a positive attitude at all times; Works well on own tasks as well as working as part of a wider team with shared goals Able to travel to Esher and/or London (average once a month) Benefits Hybrid working (1 day per week WFH) Workplace pension scheme (employer contribution of 4% of gross basic salary provided the employee also personally contributes 4%) Private medical insurance (after 6 months employment) Onsite parking Time off and funding for professional development (exam support) Discretionary bonus (based on company and personal performance) 25 days hols plus stat bank holidays EqualityWe are an equal opportunities employer and welcome applications from all qualified persons regardless of their sex, race, age, disability, sexual orientation or other protected characteristics. JBRP1_UKTJ