Paraplanner

Resource Matters Ltd

Posted 8 days ago, valid for 12 days

York, North Yorkshire YO60, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

Our client is seeking an additional paraplanner for an office-based role.
The responsibilities include preparing suitability reports, ensuring compliance, conducting comparative research, performing tax planning analysis, and producing cash flow modeling.
Candidates should have para planning experience and be Level 4 Diploma qualified or working towards it.
The position requires understanding clients' financial positions and discussing their objectives with independent financial advisers.
The salary for this role is competitive, although the exact figure is not specified.

Our client is are seeking additional paraplanner

The role is office based

The Role included but not limited to: -

Accurately prepare suitability reports and letters to target deadlines
Ensure all client work is compliant and supported with relevant paperwork
Undertake comparative research in preparation of client recommendations
Complete technical research as part of the existing arrangement review process
Perform tax planning analysis
Produce and analyse cashflow modelling
Understand clients’ overall financial position from independent financial adviser (IFA) fact-finds
Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the required suitability checks
Ensure all client queries are appropriately investigated, and accurate responses given
The Candidate

Level 4 Diploma qualified (or working towards)
Para planning expereince

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Paraplanner

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