ParaplannerMarket HarboroughHours - Monday to Friday full timeSalary - up to £45k plus bonus and other benefitsOur client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced Paraplanner to join their friendly team. This role will involve providing technical support to the Business Owner and 2-3 Wealth Managers, assisting in meeting preparation, and crafting detailed Suitability Letter reports that document client advice. The company encourage a supportive environment for career progression and development.Key Responsibilities:
* Collaborate with advisers to prepare client recommendations and draft detailed suitability reports, focusing on pension transfers, drawdown, and inheritance tax planning.
* Compile cash flow reports and conduct thorough analysis of current plans, including comparing fund data, charges, and performance metrics.
* Preference for candidates with St James's Place (SJP) experience and familiarity with tools such as Voyant and FE Analytics.
* Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
Key Skills Required:
1. Minimum 2 years of experience in paraplanning or financial advisory roles.
2. Proficient in writing suitability reports with a focus on pension tran...