Senior Paraplanner

Hours of work are 8am-5pm (SA Time 10am-7pm)

Fully remote - home based role

Salary R44,000 PER MONTH

27 days paid holiday plus 8 days paid UK Bank holidays

Company Description

Andrew Nolan Mortgages ltd / ADNFC wealth management are Financial Advisors with over 20 Financial planners working with us. We are based in Wetherby, West Yorkshire.

Introduction

To work alongside a dedicated team consisting of a Wealth Planner and Assistant taking full responsibility for the preparation and maintenance of client portfolio reviews, onboarding of new clients/business financial plans, recommendations and ROA’s (including cash flow forecasts).

To keep up to date with technical issues and undertake the necessary research in order to provide ongoing feedback to the team.

Duties & Responsibilities

Preparation & maintenance of client files
- Ensure completeness of client file/data gathering
- Confirm risk profile is determined and updated
- Check all compliance paperwork is present

Preparation of recommendations
- Identify/obtain information necessary to compile clients’ recommendation / cash flow forecast
- Compile draft net worth statement: income and expenditure statements and financial cash flow forecast for review by Financial planner
- Identify areas for planning
- Carry out technical calculations
- Undertake research both independently and with FP to identify suitable solutions to meet the clients’ needs
- Prepare information/comparisons for analysis by Financial planner
- Liaise with clients’ legal and tax advisers (if applicable)
- Consider current and future asset allocation of assets for investment strategy with regard to the client risk profile and lifetime cash flow
- Produce clear, technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process

Implementation of recommendations
- Make changes to clients’ investments as instructed
- Ensure agreed action points get actioned
- Liaise with administration team to process recommendations as per Advice Process

General administration
- Prepare and coordinate review documentation including; financial planning and portfolio review as per the Annual Review Process
- Review investment portfolio, asset allocation, risk profile etc
- Carry out technical calculations
- Implement agreed actions post review
- Attend client meetings if required

Desired Experience & Qualification

Academic Qualifications and Background
- Post Graduate Diploma in Financial Planning Diploma.

Pay: From R44 000,00 per month

**Experience**:

- In a paraplanning role: 3 years (required)

License/Certification:

- post graduate diploma in financial planning (required)