Paraplanner - Marlow

Artemis Recruitment Consultants Ltd; Marlow; Hybrid; GBP 35,000 - 48,000; Full time

Job summary

A leading financial planning firm is seeking a skilled Paraplanner to join their team in Marlow. The role includes conducting research, preparing financial plans, and providing technical advice to support Wealth Planners. The ideal candidate will have experience in complex estate planning and retirement planning. Offering a competitive salary package and a hybrid working model.

Qualifications

• Experience with Complex IHT and Estate Planning.
• Knowledge of VCT, EIS and BR Products.
• Familiarity with Pension/retirement planning.

Responsibilities

• Conduct extensive research and provide technical assessments and reports.
• Attend client meetings and produce follow-up reports.
• Prepare lifetime cashflow models and financial plans.

Job description

Paraplanner - Marlow

Type of Position: Paraplanner - Marlow

Pay: £35,000 - £48,000

Reference: #3177725

Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.

Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients.

Key Responsibilities:

• Conducting extensive research and providing Advisers with technical assessments and reports.
• Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
• Produce technical and compliant suitability letters.
• Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
• Manage complex cases and find solutions to technical problems
• Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
• Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
• Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
• Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
• Help highlight operational areas of improvement and assist with any changes made.
• Take an analytical approach to making client recommendations and use good data skills to support these.
• Translate complex information into easy-to-understand client correspondence
• Ensure all work meets all compliance, high ethical standards and reflects the company values
• Contribute to the team’s work enjoyment, growth, and success

The successful candidate will have experience of the following:

• Complex IHT and Estate Planning
• VCT, EIS and BR Products
• Pension/retirement planning
• Carry forward and lifetime allowance calculations

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