Paraplanner

Paraplanner - Bury, North West England

Ref: 786Monday 15 August 2022

£32,000 - £40,000

We are looking for paraplanners who thrive on making a positive impact on people’s lives. We work at pace but as one team. You will prepare written advice and provide technical research services to the Financial Advisors in order to assist them in the delivery of advice and ongoing services to prospective, new and existing clients.

You will be responsible for researching, analysing and compiling investment reports for new and existing clients and annual review reports to the highest standards.

On offer as well as a raft of benefits is hybrid working 2 days in the office and 2 from home.

You will complete all new business proposals, client reviews and investment reports in line within the agreed service standards.

Utilise research and advice tools, undertake research and analysis on a client’s financial planning arrangements, both existing and recommended.

Undertake investment portfolio analysis, which includes areas such as drawdown analysis and verifying periodical payments have been calculated correctly

 

To be considered

Be striving towards the Level 4 Diploma in Financial Planning

To possess an understanding of the compliance framework and business quality requirements, including TCF, would be an advantage

The ability to demonstrate empathy and compassion when dealing with vulnerable clients is crucial

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