We have an exciting Paraplanner role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. We are looking for a team player who is committed to delivering an outstanding Client experience and strives to put our clients needs and interests at the forefront of everything they do.
Responsibilities:
* Responsible for day-to-day paraplanning tasks – identifying what’s required, where client cases have information missing or outstanding actions.
* Working with the advisers and administrative team to obtain information and subsequently writing a suitability report ready for adviser’s approval.
* Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required
* Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties
* Identify areas for financial planning and developing solutions suitable to meet the client’s needs and objectives. This will include the preparation of tax calculations where necessary.
Requirements:
* Have at least Level 4 Diploma in Financial Planning or equivalent
* At least 5 years experience as a Paraplanner
What’s on offer:
* 25 days annual leave (plus bank holidays)
* Life cover – you will receive 4x death in service
* Flexible hours
* Paid sick leave
* Upgrade in Maternity / Paternity / Shared Leave