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My client is a busy Independent Financial Advisory firm based in Chesterfield, providing sound financial advice to both businesses and HNW individuals predominately on investments, pensions and Inheritance Tax planning.
We are urgently seeking an experienced Paraplanner (office or home-based) who will support the principal Adviser of the firm and will also be supported by an Administration team. Specifically you'll be responsible for:
- Client suitability reports and analysis, technical research, record keeping and processing new business, illustrations, risk profiling and cashflow forecasts;
- Helping in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports and attitude to risk profiling;
- Building relationships with both new and existing clients over the phone, by email and, when necessary, by attending face-to-face meetings.
We are seeking an experienced Paraplanner, ideally Level 4 qualified with 2-3 years experience, with strong product knowledge and good understanding of FCA rules and regulations. You will have excellent report writing skills, and have worked across Pensions, Investments & Tax Planning.
You'll be rewarded with a salary of c£30-37k +bens including a company bonus scheme, company pension and flexible working, there is the possibility of home-working for this role.
