Paraplanner

Paraplanner - London

Ref: 706Monday 6 June 2022

£40,000 - £50,000

Home based Paraplanner position for a growing IFA firm based in the South West - fully remote. 

Salary £40,000 - £50,000

 

A Boutique Advisory firm that understands that people are the heart of the operation, they go the extra mile for their customers and staff. They have been awarded the Independent Financial Adviser of the Year.

They are a small team that has created a collaborative culture where everyone can grow and develop their professional skills. As an operation where everyone works from home, they conduct weekly virtual meetings as well as Quarterly meet-ups.

The client base is diverse and they work with individuals from young tech professionals through to those in later life.

 

 

Responsibilities:

Preparing and maintaining client files and client reviews.

Building cash flow models.

Preparing recommendations and suitability reports.

Identifying areas for planning.

Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need.

Preparing information/comparisons for analysis by Planner.

Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.

Establishing and building strong relationships with client

 

Experience:

Level 4 Diploma

Paraplanning experience

Experience using client cash-flow modeling software is preferable.

Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.