Paraplanner

An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.

As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.

This role offers benefits and a competitive salary depending on candidate experience.

You will be responsible for

? Providing technical paraplanning support across a broad range of financial planning cases.
? Working closely with advisers to identify suitable financial planning strategies that meet clients objectives.
? Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
? Producing cashflow models, financial reports and suitability documentation.
? Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles.
? Preparing client review packs, investment performance reports and supporting documentation.
? Obtaining quotations, product information and research to compare suitable financial solutions.
? Liaising with clients, providers and third parties to ensure cases progress efficiently.


What we are looking for

? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
? At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
? Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
? Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
? Experience within pensio