Job Description
Are you an experienced paraplanner, looking for a new role in a dynamic and supportive environment in a tight knit growing firm.
Due to continued success in providing fee-based advice to HNW clients these professional services financial planning firm, requires a professional and proactive Paraplanner / to provide support to the Financial Advisers and wider operation support to the MD.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Duties for this role will include:
* Create suitability letters for both new business and ongoing reviews
* Deliver financial modelling scenarios and cashflow plans
* Prepare review documents and maintain accurate client files
* Produce illustrations and application packs for Financial Planners
* Input client data into financial planning software and back-office systems
* Conduct research using third-party software and prepare compliant reports
You will have:
* Level 4 qualified or already working towards this.
* Similar experience working as at paraplanner level in a financial planning support role.
* High degree of IT literacy with proven working knowledge of typical paraplanning tools and platforms.
* Able to produce management information and other reporting including financial reports in relation to commission, case progress reports, etc.
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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