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We’re always looking to find suitable candidates for our offices across France, Spain, Portugal, Cyprus and Malta. To be considered for this role, you must be at least Level 4 (Diploma) qualified.

 

MAIN PURPOSE OF PARAPLANNER ROLE

Provide a full professional financial planning support function to Partners and Private Client Managers (PCMs).

Key responsibilities and duties

PREPARE AND MAINTAIN CLIENT FILES

  • With the Partner and/or PCM, collect quantitative detailed information required to compile a financial plan.
  • Ensure that all compliance paperwork is present.
  • Ensure that all 'Know Your Client' information (KYC) is up to date and accurate.
  • Confirm risk profile is determined and has been agreed with the client.
  • Discuss client objectives with Partner and/or PCM.
  • Identify and obtain the information necessary to compile financial cash flow forecast.
  • Compile net worth statement, income and expenditure statements and financial cash flow forecast and discuss with Partner and/or PCM.


PREPARE RECOMMENDATIONS

  • Identify areas for planning.
  • Undertake research both independently and with the Partner and/or PCM to identify suitable solutions to meet the client’s needs.
  • Prepare information/comparisons for analysis by the Partner and/or PCM.
  • Liaise with client’s legal and tax advisers (if applicable).
  • Consider allocation of assets for investment strategy with regard to client risk profile and in line with Blevins Franks’ models.
  • Ensure that all investment strategies are approved by the investment team.
  • Prepare draft recommendation reports to be discussed/signed off by the Partner and/or PCM within defined service levels.
  • Prepare suitability letters in accordance with the agreed recommendations within defined service standards.


WHERE APPROPRIATE, BUILD CASH FLOW MODELS

  • Ensure that quantitative data used by the cash flow modelling tool is correct.
  • Interpret qualitative data received from Planner and build scenarios using cash flow modelling tool.


OVERSEE IMPLEMENTATION OF RECOMMENDATIONS

  • Oversee the completion of application/proposals forms.
  • Ensure all compliance paperwork is in order.
  • Oversee changes to clients’ investments as instructed.
  • Oversee implementation of the agreed recommendations.


PREPARE FOR CLIENT REVIEWS

  • Act as main point of contact and deal effectively with queries from clients and other parties through effective communication.
  • Look to establish and build relationships with clients and on occasion attend client meetings with the PCM/Financial Planner as and when required.
  • Where appropriate, update cash flow models in preparation for review meeting.

 

   If you’re interested and qualified for the role, please email us  your CV and a cover letter.