Job Description

VACANCY NUMBER

VN913


EMPLOYMENT TYPE

Permanent


LOCATION

Crawley


JOB DETAILS


AAB Wealth are a financial planning and wealth management business, and we seek to illuminate each client's financial world. We aim to build clarity and confidence in their mind and optimise every experience they have with us.



We listen carefully and understand what's most important to our clients and where money fits into their world. We then create a financial plan designed to turn their dreams and aspirations into reality. Everything we do is designed to give our clients clarity, confidence, and control.



At the heart of our business is our people - a wonderful collection of different people who come to work every day to make a difference to our clients' lives. We work together, supporting each other, living and breathing our values in everything we do.



We are a friendly, close-knit bunch of people and we believe our business is unlike others - we take pride in everything we do; we celebrate success and have fun along the way.

SENIOR PARAPLANNER

London - Gatwick

The Senior Paraplanner is responsible for delivering the financial planning proposition, alongside the Financial Planners and Client Support Administrators. You'll also need to understand and add value when it comes to our client's needs - looking at continuous improvement and innovation.

KEY RESPONSIBILITIES

Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models Relationship building - liaison with clients by telephone, letter, email and attending meetings Coordination - working with administrative team to ensure application and provider forms are prepared as required and clients are updated throughout the process Partners - working with other professional advisers e.g. solicitors and accountants to implement an agreed action plan

We want original, collaborative and passionate people, open to new ideas, eager to learn and who love a challenge. Core skills that will be required include.
Business thinking - understanding our business strategy and goals Building relationships - working together to create a collegiate culture Communicating - Understanding, creating, and sharing information with individuals and groups Decision making - using initiative and reasoning to choose a course of action Developing yourself and others - commitment to ongoing self-development Innovating and change - thinking creatively, generating new business ideas and approaches

Experience and skill set required for the role:



You will be expected to have worked in a similar role previously and offer strong experience working with high net worth UK resident private clients and delivering financial planning and investment management services.



You must be able to demonstrate an understanding of the financial planning process, excellent technical knowledge in relation to personal finance and investment management issues and possess a strong awareness of the regulatory framework and its application to an independent advisory firm is also essential. You should be qualified or working towards to Chartered and be able to demonstrate practical application of technical knowledge and a history of continuous professional development.



Experience in trusts and investment bonds would be preferred but not essential.



AAB Group is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Disclaimer

Unsolicited CV's sent to AAB by Recruitment Agencies will not be accepted for this position. AAB operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our recruitment partners.




SALARY

Competitive