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Are you a Paraplanner looking to advance into an Independent Financial Adviser role with provided leads and exam funding? Our Norwich-based clients seek a dedicated Paraplanner to join their independent firm, which prides itself on delivering exceptional client service. The company offers a flexible, rewarding environment and values hard work. The ideal candidate will be Level 4 qualified and highly motivated to progress and succeed as an Independent Financial Adviser soon.
Working hours:
* Monday to Friday
The successful Paraplanner will be offered:
* Pension contribution
* Progression opportunities into an IFA within 12-18 months
To be considered for the Paraplanner role you must have the following:
* Level 4 diploma
* Experience as a Financial Administrator / Paraplanner
* Strong technical knowledge about investment, pension, and life assurance products including their benefits and taxation.
* Good understanding of tax allowances, trusts, and business structures as part of a financial plan.
* Great attention to detail, a positive approach, and a problem-solving mindset.
As a Paraplanner, your role will involve:
* Assist financial advisors in the creation of detailed financial plans by analysing clients' financial situations, researching products, and preparing reports on investment strategies, tax planning, and retirement planning.
* Collect, organise, and maintain up-to-date client information, including income, assets, expenses, insurance policies, and investment accounts, to support the development of accurate financial plans.
* Conduct comprehensive research on financial products and investment opportunities to help advisors provide tailored recommendations that meet clients' unique needs and goals.
* Ensure all financial plans and recommendations comply with industry regulations and company policies by maintaining accurate documentation and adhering to compliance standards.
* Support ongoing client management by preparing for client review meetings, updating financial plans based on life changes or market conditions, and assisting in the monitoring of plan progress.
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