Average Production salary in Lossiemouth

Paraplanner Salary up to £50,000 plus benefits Are you an experienced Paraplanner, looking to join a highly respected and forward-thinking wealth management firm? This role is with is a client-focused, independent financial planning firm dedicated to delivering high-quality, tailored advice to HNW individuals and families. Due to continued growth, they are seeking an experienced paraplanner with or without the Level 4 Diploma. Responsibilities include: Working closely with the Financial Planners, to offer tailored solutions to clientsPreparing for client meetings including checking that all compliance paperworkAnalysing and interpreting data obtained during client meetingsAnalysing client's existing products to determine whether they meet the client's current objectivesFund performance comparisonsPreparing product comparisons and analysing comparison illustrationsPreparing cashflow plans using Voyant SoftwarePreparing draft recommendation reports in line with the Company's compliance proceduresAnalysing client's asset allocations and providing recommendations for rebalancing where necessaryCompleting the FCA pension switching and replacement product templatesMaintaining client files in line with company standardsBuilding and maintaining client relationships through face to face and written/telephone communication To find out more about this opportunity please contact Paula Thornbury Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.