This Remote-based Paraplanner job provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.
As a Paraplanner, you will be focused on providing technical support including:
Preparing and writing suitability letters and reports
Conducting research and analysis into financial solutions for clients including income planning, IHT and tax calculations, trust solutions and cashflow planning
Managing platform process including onboarding, planning completion and set up
Managing project work which may include seamless transition for acquired client banks
Liaising with Advisers and their clients
Preparing letters based on the Advisers recommendations
Full job description available, detailing full scope of the role
Paraplanner Requirements
You must be Level 4 Diploma qualified in Financial Planning or equivalent
You should be a current Paraplanner with experience of research, analysis and report writing
You should have excellent communication skills