Paraplanner

An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals. As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients. This role offers benefits and a competitive salary depending on candidate experience. You will be responsible for ? Providing technical paraplanning support across a broad range of financial planning cases. ? Working closely with advisers to identify suitable financial planning strategies that meet clients objectives. ? Preparing recommendations covering investments, pensions, retirement, tax and estate planning. ? Producing cashflow models, financial reports and suitability documentation. ? Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles. ? Preparing client review packs, investment performance reports and supporting documentation. ? Obtaining quotations, product information and research to compare suitable financial solutions. ? Liaising with clients, providers and third parties to ensure cases progress efficiently. What we are looking for ? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role. ? At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment. ? Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience. ? Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms. ? Experience within pensio