Jobs, fresher vacancy - Paraplanner • UK

Company: Fram Search

UK

Are you an experienced Paraplanner who wants a role that allows you to share your technical expertise and support a Chartered Financial Planner and Chartered Investment Manager with their HNW/UHNW clients if so, we have a great opportunity for you. Our client is a well-established and highly regarded financial planning firm based in Central London, known for its bespoke, high-quality approach to client service. As an independent wealth manager, they can offer objective advice, always acting in their clients' best interests. The Chartered Planner deals with clients who have very sophisticated planning and investment needs. The role is for a Senior Technical Paraplanner who will play a pivotal role in supporting two advisors with the support of two technical administrators. While their office is centrally located, they offer a hybrid working model, providing flexibility for their team members. Some of the responsibilities: Preparing for and attending adhoc client meetings Note taking and follow up Gathering and analysing comprehensive, detailed information from clients Writing suitability letters Preparing lifetime cashflow models, occasionally presenting in client meetings Constructing financial plans to address client’s lifetime objectives Carrying out regular reviews of clients’ financial plans, circumstances, and objectives Assisting with complex technical problems and client solutions Maintain own ‘expert’ level knowledge Take ownership of key Paraplanning central reference materials, ensuring their maintenance, development, and effective communication to the teams. Annual Review process Offer ad-hoc support to client teams, assisting with complex technical problems and client solutions, and actively participating in client meetings. A likely candidate will hold Level 6 as a minimum but preferably Chartered with the CII. Have circa 5+ years of experience in the independent sector of the financial services industry, including direct contact with sophisticated HNW/UHNW clients. Be proficient with adviser support tools and software, or the ability to quickly learn new software.