Are you a skilled professional looking for a challenging and rewarding role in financial planning?
We are seeking a highly motivated and experienced Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our advisors in delivering high-quality advice to our clients.
In this role, you will be responsible for reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting. You will also be required to write financial plans, annual reviews, suitability letters, and update templates as needed. Additionally, you will be responsible for developing all template and client-facing materials, updating IO with client data, emails, documents and tasks, and liaising with clients regarding technical replies, end of tax year queries, factual information, and getting permission to sell down to withdraw income and lump sums.
To succeed in this role, you will need to have prior experience of working in a financial planning or wealth management firm, as well as a strong understanding of platforms and how they work. You will also be supported through your development with financial contributions towards further learning.
We offer a supportive culture and excellent career development opportunities, making this a great opportunity for the right candidate to come and work for a progressive, award-winning independent financial planning firm.