A National firm of Financial Planners are looking to grow their Paraplanning team with a Diploma Qualified Paraplanner. This role can be offered on a remote contract with a monthly office visit to London.
Within this Paraplanner role you will support Advisers in the advice giving process with suitability reports, product research and technical analysis.
Daily duties will include;
* Discuss client objectives with the Advisers.
* Undertaking financial analysis to produce financial reports.
* Undertake research to identify suitable solutions to meet the client’s needs.
* Consider current and future allocation of assets for investment strategy with regard to client risk profile.
* Prepare recommendation reports.
* Request and obtain application forms and other associated paperwork.
* On-going servicing of clients, for example withdrawals or fund switches.
The successful candidate will have obtained the Level 4 Diploma in Financial Planning and have a few years’ experience working within a paraplanning role. You will have a strong understanding of the financial planning process as well as the compliance requirements within a wealth planning team.
This is a fantastic opportunity with a structured career map and long term career prospects; If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.