Great opportunity for an experienced Paraplanner who will closely with a Chartered Financial Planner, becoming and integral part of a small client pod. You will attend client meetings, contribute to discussions, build sophisticated cashflow models and help shape recommendations.
Duties will include:
Cashflow planning.
You will build financial plans, model different scenarios and help client understand the financial impact of the decisions they make.
Technical Analysis
In-depth research across pensions, investments, tax planning and protection solutions before working with you Planner to develop technically robust recommendations tailored to every client's circumstances.
Clients Relationships
Attend client meetings, contribute to discussions and become part of the trusted relationships the firm builds with their clients.
Reviews and Recommendations
Prepare annual review, maintain financial plans and produce clear, concise suitability reports.
Collaboration
Every client is supported by a Planner, Paraplanner and Administrator. You will be involved with sharing knowledge and challenging idea to ensure the best financial plans come for working together.
You will need to be at least level 4 Qualified and working towards Chartered status.
Benefits
Hybrid and flexible working
Study Support
Bonus
Private Medical Insurance
Death in service
Career Development and progression
Salary description
£40000.00 - £55000.00 per year