This hybrid-based Paraplanner job in Sitrling, Falkirk is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business provide holistic financial planning and cashflow modelling to their clients.
As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:
* Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate
* Providing accurate, timely and compliant suitability reports
* Utilising technology to produce accurate solutions
* Undertake financial calculations including CGT and annual allowances
* Ensuring al advice documentation is compliant
* Effectively communicating internally and externally
* Working closely with the Financial Adviser’s to gather sufficient information
* Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly
Paraplanner Requirements
1. You should have experience as a Paraplanner
2. You should good knowledge of financial...