This is an exciting new opportunity working for an established, highly reputed national Financial Plannering firm based in Birmingham who are looking for a Paraplanner to join their team.
Identify and obtain the information necessary for cash flow planning and preparation
Compile draft net worth statement; income and expenditure statements and financial cash flow forecast and discuss with the Financial Advisor
Identify areas for planning
Undertake research both independently and with the Financial advisor to identify suitable solutions to meet the client's needs
Prepare information/comparisons for analysis and further discussion with the Advisor Liaise with the client's legal and tax advisers if necessary
Consider current and future allocation of assets for investment strategy with regard to client's risk profile and their objectives
Prepare draft recommendation reports to be discussed / signed off by the Financial Advisor
Educated to at least A Level/Higher standard (or equivalent);
Level 4 Diploma in Financial Planning or working towards.
Excellent working knowledge of IRESS essential.
Excellent reporting skills & attention to detail, along with good
oral & written communication skills.
Working knowledge of taxation with the ability to analyse &
prepare CGT and Income Tax calculations
Very good knowledge of Trusts
Attention to detail and ability to problem solve issues whilst working
unsupervised on required tasks is essential.
Microsoft Office (Outlook, Word & Excel, Powerpoint),
Knowledge of ExWeb, Exchange, Analytics and other associated IFA
- Financial Planning
- Financial Planners