Are you a skilled Paraplanner looking for an exciting opportunity to contribute to a dynamic and growing IFA firm? Look no further! We are seeking a talented Paraplanner to join in delivering an exceptional client service working with a team of experienced Financial Advisers
Paraplanner Salary range is up to £40,000
Based in the West Midlands, the company operates with a hybrid model, offering the flexibility of both in-office and remote work arrangements. The team takes pride in fostering a collaborative and innovative environment that values the growth and development of our employees.
Role and Responsibilities:
As a Paraplanner, you will play a pivotal role in supporting the Planners and contributing to their clients' financial well-being. Your key responsibilities will include:
- Preparing and maintaining comprehensive client files and reviews.
- Developing accurate cash flow models to aid in financial planning.
- Crafting well-researched recommendations and suitability reports.
- Identifying strategic areas for financial planning to benefit the clients.
- Collaborating with Financial Planners to conduct research and propose effective solutions.
- Compiling and analysing information for Planner's assessment.
- Coordinating with clients' legal and tax advisors when necessary.
- Overseeing the seamless implementation of recommendations and ensuring compliance.
- Building and nurturing strong, enduring relationships with our valued clients.
- Person Specification:
Knowledge:
- Possess an excellent grasp of the financial planning process.
- Demonstrate proficiency in various product areas, including pensions, investments, tax planning, and protection.
- Showcase exceptional skills in crafting suitability reports.
- Experience in the financial planning sector.
- Paraplanning experience