Job Description
Title: Paraplanner
Type: Permanent
Hours: Full Time (37.5 hours per week, Mon Fri)
Salary: £45,000 + bonuses
Location: Hybrid, area covered from Inverness to Aberdeen
Details:
Our client is a progressive UK-wide independent financial advice business specialising in all aspects of savings, investments, and retirement planning to individuals, delivering independent financial advice to their customers. We are currently recruiting a Paraplanner to work closely with a team of financial advisers to provide research and report writing. The Paraplanner will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service.
Duties and responsibilities include:
1. Understanding clients financial situation & objectives.
2. Providing research, analysis & technical support.
3. Preparing recommendation reports.
4. Maintaining client records.
5. Analyse clients circumstances, objectives & risk profile.
6. Identify missing client information pertinent to formulating recommendations.
7. Liaise with financial advisers to query/challenge proposed recommendations.
8. Provide research on all relevant advice areas, products, and investment solutions.
9. Prepare information / comparisons, ready for analysis by the adviser.