Senior Paraplanner

About the role

FLM is an established financial planning firm based in the City of London and has been giving face to face financial advice for over 25 years. We help over 5,000 clients to describe and define their purpose, and then build a plan designed to achieve this through the years ahead. Having grown through referral and recommendation, we are proud to be entrusted with over £2bn of our clients' wealth. This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of this paraplanner (Technical Associate) will be working with two Senior Advisers ensuring our private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of giving financial advice and has proven experience working with these types of clients. You must have an appetite to attend and contribute to client meetings, and possess a deep understanding of financial products and putting together complex advice recommendations.

Responsibilities

• Act as a key point of contact for private clients, building strong and trusted relationships
• Preparation of content for review meetings
• Respond confidently to client queries and provide ongoing servicing support
• Undertaking research to support client recommendations
• Including top level analysis for Private Clients
• Analysis of funds and suitability of rebalancing portfolios
• Charge comparison analysis
• Ability to complete financial calculations e.g. tax calculations, projections, carry forward calculations, life time allowance calculations and Inheritance tax calculations
• Preparation of pension, income drawdown and investment reviews
• Preparation of advice letters
• Preparation of cash flow models including Voyant modelling
• Provision of technical support to complex client queries
• Dealing effectively with queries from clients and other parties
• Project plan upcoming maturity of products - EIS/VCT/Bonds
• Supporting the development of a specific service standard for our Private Clients
• Collaboration & Support
• Work closely with two Senior Financial Planners
• Help deliver first class service to the client portfolio
• Contribute to process improvements and best practice within the team
• Desirable Skills
• High attention to detail
• Set high personal standards to encourage an ethos of diligence and a strong work ethic within the team
• Experience in writing complex and detailed reports for cases
• Articulate and able to produce detailed and accurate work
• Ability to multi-task and prioritise effectively
• IT skills including preferable knowledge of cash flow models
• High level of technical knowledge
• Used to dealing with high-net-worth clients

Requirements

• Must have Level 4 CII diploma financial planning
• Willing to achieve Chartered status
• REF-228 103

Additional Information

Job : Senior Paraplanner Location : City of London Hybrid : minimum three days in office Salary : £65,000

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