Join a team of passionate, professional Paraplanners at a leading financial planning and wealth management business committed to improving each client’s financial world. Our client is interested in meeting professionals who have completed part of their Dilpoma and have experience of basic suitability report writing and are looking to step into a pure Paraplanning role.
Salary for Trainee Paraplanners £35,000 - £40,000 + Benefits and Hybrid working
The team is evolving due to a number of promotions in the business and you will be joining at an exciting time due to growth. The culture at this firm is second to none with people's wellbeing prioritised in line with client care. You will be invited to quarterly events as well summer and winter parties. They also have a social team in place that helps to budget for and select events.
Responsibilities:
Analysis - full analysis of clients' requirements, development of cash flow models and accurate recording of client data
Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports
Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process
Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
Relationship building - liaison with clients by telephone, letter, email and attending meetings
To be considered:
- Experience writing Suitability report in an IFA / Wealth Management environment
- Part completion of exams either LIBF, CII or equivalent.
If you are an original, collaborative, and passionate individual with a commitment to professionalism and integrity, we would love to hear from you. Apply with your CV today outlining your experience as a Paraplanner