Paraplanner - Boutique Wealth Management Firm
SLM Search and Selection are currently working on behalf of a privately owned and forward-thinking practice of independent financial advisers with the desire to provide an advisory service that caters to all aspects of financial planning over the long-term.
Their office in Central Birmingham are seeking an experienced Paraplanner with knowledge of IHT Planning and cashflow modelling to join their dedicated team and provide technical support to the local adviser team.
Work in close conjuction with the adviser to agree upon bespoke financial solutions for each client's needs
Undertake market and product research relevant to the agreed solutions
Produce suitability reports including IHT Planning and DB Schemes
Produce cashflow modelling reports
Prepare TVAS reports when required for DB Transfers
Undertake tax calculations as needed
Assist the administration team in the processing of new business
Attend client meetings with the adviser
Build and maintain strong working relationships with clients
Minimum of Level 4 Diploma Qualified or currently progressing towards
Demonstrable track record of producing written financial advice including ideally IHT Planning and cashflow analysis
Strong knowledge of pension and investment products
Excellent communication and interpersonal skills