Paraplanner
Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford.
Key Responsibilities:
* Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives
* Check and confirm fact-find information with Financial Planners
* Review ceding scheme details and liaise with providers to obtain any missing information
* Ensure recommendations are suitable and compliant with regulatory requirements
* Draft and adapt high-quality suitability reports based on discussions with Financial Planners
* Conduct research and analysis to identify appropriate financial solutions
* Prepare cash flow plans alongside Financial Planners using cash flow modelling tools
* Maintain accurate and compliant client records using back-office systems
* Identify and raise any discrepancies on client files with the Financial Planner
Candidate Profile:
* Diploma in Regulated Financial Planning (desired)
* Minimum of 2 years experience as a Paraplanner
* Strong understanding of the financial planning process
* Solid experience in pensions, investments (including ISAs and bonds), IHT and trust cases; protection knowledge preferable
* Familiarity with financial research tools such as FE Analytics and cash flow modelling tools such as Voyant