Senior Paraplanner Job in Barnstaple

Senior Paraplanner Job in Barnstaple. Apply for the latest Barnstaple jobs in Accounting/Financial/Insurance.

Senior Paraplanner Job in Barnstaple

Job Description
We are looking for a Senior Paraplanner to provide technical assistance to a Senior Planner. This individual will coordinate work within the planner's support team, ensure reports are prepared and issued in a timely manner, and ensure new business is effectively managed to completion.

The ideal candidate will work in the Southwest/Barnstaple area. Hybrid working available

Responsibilities of a Senior Paraplanner:

Managing work coordination and interfacing on the senior planner's behalf with clients, colleagues and other third parties as required

Coordinating with stakeholders so that any required actions from emails and meetings are dealt with efficiently and effectively

Ensure senior planner's pipeline is documented and up to date to enable accurate forecasting

Travelling to client meetings to support with technical queries, take meeting notes, action points and cash flow modelling preparation and presentation

Provide guidance to Executive Assistant in relation to timescales and required meetings

Prepare and maintain client files and client reviews

Build cash flow models

Prepare recommendations and suitability reports

Oversee implementation of recommendations, completion of application forms and ensure all compliance is in order

Prepare for client reviews, dealing effectively with queries from clients and other parties

Requirements of a Senior Paraplanner:

Knowledge: 

Excellent understanding of the financial planning process.

Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection.

Excellent suitability report writing skills.

Keep up to date with new products, and technical and legislative changes within the marketplace.

Experience:

Minimum 5 years experience working within a financial planning company.

Experience using client cash-flow modelling software is preferable.

Qualifications:

Has achieved a Diploma in Financial Planning or equivalent.

Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position.

Skills / Personal Attributes of a Senior Paraplanner:

Proficient IT skills. Basic word processing, spreadsheet, and database knowledge.

Excellent planning and effective organisational skills.

Computer literacy.

Honesty and integrity.

Methodological approach to work.

Salary/ Benefits of a Senior Paraplanner:

£35,000 – £50,000 Basic

Attractive Benefits Package

Shopping discounts

Death in Service

24/7 GP

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

Job Type: Permanent, Full Time
Location: Barnstaple
Category: Accounting/Financial/Insurance
City: Barnstaple
County: Devon
Country: United Kingdom
Salary: £35000 – £50000/annum
Benefits: