My clients team has identified the need to hire an experienced Paraplanner to ensure that the team continues to deliver and succeed within the market. You will be tasked with providing full support to a financial adviser to ensure clients receive a first-class service.
My client is a highly regarded Independent financial advisors that specialise in all aspects of savings, investments and retirement planning.
You be working in a supportive company who offer help and support to all professionals who wish to expand their development or business growth and a generous company benefit structure.
Preparing compliant, technical suitability reports and 'Financial Life Plan’ reports detailing the consultant’s recommendations for the client
Manage client annual reviews
Carry out technical research and analyse data collected on behalf of clients
Accurately invest client money as per consultant’s recommendations post client meetings
Liaise with clients post meetings answering technical queries
Proactive in identifying investments/tax saving opportunities for clients
Manage and prioritise your consultants work
Evaluate investment portfolios with your consultant
Skills & Qualifications:
A minimum of the Diploma in Regulated Financial Planning (Dip PFS)
Advanced Pension exam AF30 or G60 or demonstrate a high level of advanced pension knowledge
Achieved or aspires to Chartered status
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