Senior Paraplanner Role
JOB DESCRIPTION FOR SENIOR PARA PLANNER ROLE
Richmond or Nottingham
The Company
At Adcock Financial we help our clients and employees grow in life, not just their wealth.
Adcock is client-centric, with a warm and friendly work culture, we are flexible in how team member’s work. We work hard and take pride and pleasure seeing our clients and employees achieve the lives they really want to live.
The Role
Provide strategic oversite of the advice process for clients of Adcock Financial.
Provide Para Planner support for new and existing clients of Adcock Financial, working closely with 2 financial planners
The above role will require the following elements:
o Construction of financial planning solutions including: investment, retirement, tax and estate planning which may need to be supported by the production of cash flow models, attitude to risk profiling and reports writing
o Reviews - preparation of client reviews, updating cash flows, investment performance reviews and production of supporting reports, discussion documents to include client objectives, attitude to risk profiling
o Client relations - liaison with clients by telephone, letter, email and attending meetings wherever necessary
o Coordination - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process wherever necessary and as requested
o Attendance of Investment Committee meetings
Requirements:
Level six financial planning qualification
Excellent technical of knowledge of pensions as well as a good understanding of investments and portfolio construction
At least Three years Para Planner experience
Being passionate about helping clients
Experience of writing and updating suitability reports
Excellent organisational and communication skills
The Offer:
Salary between £35,000 to £40,000 depending on experience
Flexible working conditions
Help through exams and other professional/personal development
5% pension contribution
Death in services
Private health cover
Please contact Andrew@adcockfinancial.co.uk to register your interest in the role