DipPFS Paraplanner (Home based)

We are looking for a technical paraplanner to join our centralised Paraplanning Hub and assist Wealth Planners with the delivery of Wealth Planning services to new and existing clients, through the production of wealth planning reports.

Key Accountabilities

Liaise with the Wealth Planning Administrators and Wealth Planners to ensure all required information for report production is obtained in a timely manner.

Ensure product research is kept up to date.

Production of client reports within agreed timescales.

Obtain and prepare paperwork required for client meetings and business submission.

Deal with all forms of client communications including, where necessary, arranging and/or attending (as required) client meetings for the Wealth Planners.

Build technical knowledge.

Candidate Profile

Will hold the CII DipPFS qualification or higher

Will have at least 12 months of report writing experience, preferably within a Wealth Management setting

Will possess a client focus and concern for quality, ensuring client satisfaction and retention

Will actively participate in knowledge sharing amongst the Wealth Planning and Investment Management teams

Maintains a full and proper understanding of the financial services market

A diligent worker with a high level of attention to detail