Are you passionate about financial planning and providing exceptional service to clients? Join our team at multi site IFA firm as a Paraplanner! You will be joining a privately owned financial planning and discretionary investment management house, dedicated to helping clients achieve their financial goals.
The salary for this Paraplanning role is up to £45,000 + Benefits and hybrid working 2 days a week in the office.
If you enjoy working in an environment that is client centric and has robust process in place then apply now, as our client can provide an environment that can enhance your career prospects in the Financial Planning industry.
As a Paraplanner, you will play a crucial role in supporting their financial advisors and ensuring the highest level of service for their clients. Your responsibilities include:
- Analysing Client Information:
- Reviewing client data, existing investments, and policies.
- Conducting thorough assessments to understand individual financial situations.
- Tax Calculations:
- Proficiently handling tax-related matters.
- Ensuring compliance with relevant regulations.
- Constructing Solutions:
- Collaborating with advisors to develop appropriate financial solutions.
- Making recommendations tailored to each client’s needs.
- Suitability Reports:
- Crafting high-quality suitability reports.
- Clearly communicating complex financial information.
- Cashflow Models:
- Running cashflow models to illustrate financial scenarios.
- Assisting clients in visualizing their financial future.
- Technical Support:
- Serving as a point of contact for technical queries from both clients and advisors.
- Providing expert guidance on financial planning matters.
Qualifications:
- Proven experience in technical paraplanning.
- Familiarity with cash flow modeling and suitability reports.
- Strong analytical skills and attention to detail.
- Excellent communication and teamwork abilities.
Requirements:
- Be Level 4 Diploma Qualified as a minimum
- Familiarity with cash flow modeling and suitability reports.
- Strong analytical skills and attention to detail.
- Experience of Curo, FE Analytics and Voyant advantageous