Finstech

Paraplanner – Bordeaux, France

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Job Description

Our client is a highly reputable and award winning Tax & Wealth Management organisation with offices in the UK and across Europe. They are experts in tax, estate planning, pensions and investment management for British expatriates, and are looking for an experienced Paraplanner based in Bordeaux, to bolster their operation in France. The Paraplanner role is to provide a full professional financial planning support function to field based Financial Advisors and Private Client Managers in accordance with the rules and guidance of the FCA and any other necessary regulatory bodies.

What’s on Offer?

  • €36-€40k basic salary plus bonus.
  • A professional and achievement orientated environment suitable for high performers.
  • Full in-house training provided.

Who are we looking for?

The successful candidate will possess:

  • Level 4 qualification in Regulated Financial Planning
  • Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
  • Ability to work within defined business processes and to achieve agreed outcomes without supervision.
  • Ability to multi-task and to prioritise and plan own workload.
  • Excellent report writing and communication skills.
  • High attention to detail
  • Experience working in a sales driven culture
  • Background of carrying out compliant and detailed research
  • Good IT skills particularly with MS software packages including Excel, Word and Outlook
  • A “can do” approach, diligent and organised

Responsibilities

  • Work with the Financial Advisor and/or Private Client Manager to collect quantitative detailed information required to compile a financial plan for clients.
  • Ensure that all compliance paperwork is present and 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 and areas for planning.
  • Compile net worth statement, income and expenditure statements and financial cash flow forecast and discuss with Partner and/or PCM.
  • Undertake research both independently and with the Partner and/or PCM to identify suitable solutions to meet the client’s needs.
  • 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.
  • Prepare draft recommendation reports to be discussed/signed off by the Partner and/or PCM within defined service levels.

Requirements

  • Level 4 qualification in Regulated Financial Planning
  • Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances.
  • Excellent report writing and communication skills, with high attention to detail
  • Experience working in a sales driven culture
  • Background of carrying out compliant and detailed research
  • Good IT skills particularly with MS software packages including Excel, Word and Outlook

Bonus Points

  • Ability to work within defined business processes and to achieve agreed outcomes without supervision.
  • Ability to multi-task and to prioritise and plan own workload.
  • A “can do” approach, diligent and organised
  • Ability to work effectively as part of a team

Job Summary

wave-1-bottom
Bordeaux, France Location
Full Time Job Type
Salary €36k - €40k
Finstech

About

We're unique in the markets that we operate in because we’ve worked in, worked for, or had working for us the roles that firms are looking to recruit.
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Contacts

6 Heathercroft Road Email: jobs@finstech.co.uk Phone: 07703 017160

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