Are you an experienced Paraplanner looking for your next role, well look no further.
My client is a Norwich based chartered firm who have been providing advice to Norfolk and the surrounding counties for over fifty years and you can become part of their success by supporting their adviser as a Technical Analyst.
Summary of duties
You will work as part of the support team integrating with Financial Planners and Administrators to provide clients with a welcoming, efficient, professional and effective client service, with a high focus on quality and accuracy adhering to TCF and Consumer Duty principles at all times.
Key responsibilities
You will research and collate the relevant quantitative information required to compile wealth
management and financial planning reports based on meeting notes, fact find data and
Financial Planner instructions.
You will be proficient in the use of cash flow planning tools (Truth/Voyant).
You will discuss client needs and objectives with the relevant wealth manager and undertake research to identify suitable solutions to meet a client’s needs and objectives.
You will complete tax calculations for withdrawals for capital gains tax, inheritance tax and bond
You will prepare information and recommendations to support the client review for analysis by a
Financial Planner.
You will maintain client records and data accurately and efficiently ...