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Paraplanner to be located in Valbonne (South East France)

 

MAIN PURPOSE OF 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 clients need
  • 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 Financial Planner as and when required
  • Where appropriate, update cash flow models in preparation for review meeting

 

 

If you’re interested and you’re qualified for the role, please get in touch for an initial chat.

     Call us on 0044 (0)20 7389 5220 or click here to email us.