Paraplanner

We are on the hunt for a Paraplanner to join a team of Financial Advisers. This is an incredible opportunity to work within a dynamic firm that prides itself on delivering bespoke financial advice and planning services.

What’s on Offer:

• Competitive Salary: Attractive package commensurate with your experience and expertise.
• Professional Growth: Clear pathways for career advancement and professional development.
• Collaborative Culture: A supportive team environment where your contributions are truly valued.

Your Role:

• Completing research on new business cases, discussing the results with advisers and constructing an agreed recommendation
• Obtaining illustrations and relevant application forms
• Performing detailed research on various financial products, including investment packages, pension schemes, insurance plans, and more
• Review the continued suitability of existing clients products, providers and underlying investments.
• Construct recommendations to realign existing clients portfolio swith their objectives.
• Field technical queries from advisers and administrators

We’re Looking For:

• Detail-Oriented: A meticulous approach to complex financial data.
• Proactive: The ability to anticipate needs and deliver solutions.
• Qualified: Relevant financial qualifications (Level 4 Diploma preferred).
• Experience constructing Suitablity reports