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My client is a fully independent Financial Advisory firm, providing both businesses and individuals with sound Financial Planning and Financial Advice across Investments, Inheritance Planning, Retirement Planning, Cash Flow Planning and Investment & Tax Planning for Businesses since 2014. Focusing on goals-based holistic Financial Planning.We are urgently seeking an experienced Paraplanner to join an existing team of Paraplanners supporting the Financial Advisers of the business. Specifically you'll be responsible for:
- Working collaboratively with our financial planners, you will help give advice to our clients. You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan with our summary advice, accompanied by a suitability report for regulated recommendations.
- Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
We require an experienced Level 4 Diploma qualified Paraplanner ideally with around 3 years experience working as a Paraplanner with strong technical knowledge of Pensions, Investments and Life Assurance products, coupled with their benefits and taxation. Specifically you'll have a good understanding of tax allowances, trusts and business structures as part of Financial Plans and have experience using Cashflow forecasting systems such as Voyant. You will have great attention to detail, a positive approach, and be very well organised, with a problem-solving mindset.A great salary is offered for the role, coupled with Hybrid working options.
