Paraplanner

Paraplanner Exeter 38,000 - 40,000 My client, who is based in the centre of Exeter are looking for a Paraplanner to join their team. They are an independent company who mainly deal with high net worth clients. The culture is very much one of "No Blame", open and will see you working on a diverse portfolio for both new and existing clients. It is not one that is focussed on the sales of products to its clients, but one where relationships are nurtured and long term. The role is full time with the standard working hours of 9.00am - 5.00pm, however there is flexibility for the exact hours worked. You will work in a team of 5-6 people, and be expected to challenge when you believe there is a better way / option. L & D is also a part of this role where you will be expected to undertake an annual plan to allowed your CPD. Your role as Paraplanner will see you carrying out: * Analysing of clients' requirements, development of cash flow models and accurate recording of client data * Construction of financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports * Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process * Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models * Relationship Building - liaison with clients by telephone, letter, email and attending meetings * Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process. As a Paraplanner, we are looking for someone who has: * Excellent interpersonal skills; able to listen, empathise and build trust with confident private clients who are frequently successful in their field of endeavour * Diploma - Level 4 minimum * Exceptional written and verbal communication skills * Able to analyse and interpret quantitative and qualitative data with a view to diagnosing a challenge or opportunity and creating a suitable strategy for the client * Presenting solutions to Advisers and in some cases clients * Tactful, trustworthy, diplomatic and able to maintain confidentiality at all times * Ability to effectively use a variety of software (ie MS Office, CURO, Voyant, Finametrica) * Comfortable working on own initiative, setting and managing personal goals, directing workflow and managing often conflicting deadlines. The company has a great benefits package that includes a company performance bonus, 25 days holiday (plus BH), enhanced pension. Responsibilities: Paraplanner Exeter 38,000 - 40,000 My client, who is based in the centre of Exeter are looking for a Paraplanner to join their team. They are an independent company who mainly deal with high net worth clients. The culture is very much one of "No Blame", open and will see you working on a diverse portfolio for both new and existing clients. It is not one that is focussed on the sales of products to its clients, but one where relationships are nurtured and long term. The role is full time with the standard working hours of 9.00am - 5.00pm, however there is flexibility for the exact hours worked. You will work in a team of 5-6 people, and be expected to challenge when you believe there is a better way / option. L & D is also a part of this role where you will be expected to undertake an annual plan to allowed your CPD. Your role as Paraplanner will see you carrying out: Analysing of clients' requirements, development of cash flow models and accurate recording of client data Construction of financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Relationship Building - liaison with clients by telephone, letter, email and attending meetings Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process. As a Paraplanner, we are looking for someone who has: Excellent interpersonal skills; able to listen, empathise and build trust with confident private clients who are frequently successful in their field of endeavour Diploma - Level 4 minimum Exceptional written and verbal communication skills Able to analyse and interpret quantitative and qualitative data with a view to diagnosing a challenge or opportunity and creating a suitable strategy for the client Pre