This hybrid-based Paraplanner job in Northallerton is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide cashflow modelling to their clients.
As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:
* Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate
* Providing accurate, timely and compliant suitability reports
* Utilising technology to produce accurate solutions
* Undertake financial calculations including CGT and annual allowances
* Ensuring al advice documentation is compliant
* Effectively communicating internally and externally
* Working closely with the Financial Advisers to gather sufficient information
* Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly
The business has a strong focus...