Paraplanner

Paraplanner - Hull, Yorkshire and the Humber

Ref: 1545Thursday 21 March 2024

Up to £40,000

Paraplanner: Your Pathway to Success with a Leading IFA Business

 

Are you a Senior Paraplanner with a wealth of knowledge in private wealth advice? Join a nationally recognised IFA business, where your expertise will be valued and your career can flourish as they continue grow into 2024 and beyond.

Salary for a Paraplanner is up to £40,000

 

Your Role:

  • Provide consultative paraplanning across complex private wealth advice and caseloads.
  • Engage in cashflow modelling and client lifestyle planning.
  • Construct financial advice and produce suitability reports for a diverse clientele.
  • Actively participate in case conferences and client meetings.
  • Perform tax calculations and maintain CRM and system accuracy.

 

Who We’re Looking For:

  • Experienced in paraplanning with a knack for supporting IFAs in research and report writing.
  • Technical savvy with a comprehensive understanding of the private wealth product spectrum.
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