£30-£45,000 + Benefits and Bonus
This growing dynamic financial planning practice offering general, niche and ethical investment and financial planning solutions is seeking an experienced paraplanner.
Responsibilities will include:
Provide technical support to the advisers, whilst producing financial and investment reports.
Provide the backup to enable advisers to concentrate on fact-finding, client review and relationship management.
Attend both client meetings and product update meetings where required Answer technical queries
Preparation of suitability reports and client letters across a broad range of products
Assess client needs and articulate appropriate recommendations with guidance from the adviser
Understand, follow and demonstrate an awareness of compliance, regulations and procedures
Be able to assist and contribute to the development of the financial planning proposition, new processes and systems within the team.
Undertake cash flow modelling analysis
You will need:
Circa two years’ experience in a similar role
Be qualified to Diploma level as a minimum ideally progressing further with professional exams
Progress with exams is expected and paid for, and study leave is also given.
Experience of Adviser Office/1st/XPLAN preferred
Experience of cashflow modelling/Voyant preferred