Paraplanner

1 week ago

AshbydelaZouch, United Kingdom The Recruitment Group Careers Full time

Paraplanner

Leicestershire

Salary 35K (Negotiable on experience)

LE65Area

Hours - Monday to Friday Full Time

Main duties and responsibilities of the Paraplanner:

Fully analyse clients' requirements, develop cash flow models, and accurately record client data.

Research and analyse financial products to meet client requirements and objectives.

Construct financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports.

Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process.

Prepare client reviews, updating cash flow models, investment performance reviews, and the production of supporting reports, discussion documents, and computer models.

  • Paraplanner

    1 week ago

    Ashby-de-la-Zouch, United Kingdom The Recruitment Group Full time

    Paraplanner Leicestershire Salary 35K (Negotiable on experience) LE65Area Hours - Monday to Friday Full Time Main duties and responsibilities of the Paraplanner: Fully analyse clients' requirements, develop cash flow models, and accurately record client data. Research and analyse financial products to meet client requirements and objectives. ...

  • Paraplanner

    2 weeks ago

    Ashby-de-la-Zouch, United Kingdom The Recruitment Group Full time

    ParaplannerLeicestershireSalary 35K (Negotiable on experience) LE65AreaHours - Monday to Friday Full TimeMain duties and responsibilities of the Paraplanner:Fully analyse clients' requirements, develop cash flow models, and accurately record client data.Research and analyse financial products to meet client requirements and objectives.Construct financial...

  • Paraplanner

    2 weeks ago

    Ashby-de-la-Zouch, United Kingdom CV-Library Full time

    Paraplanner Leicestershire Salary – 35K (Negotiable on experience) LE65 Area Hours - Monday to Friday Full Time Main duties and responsibilities of the Paraplanner: Fully analyse clients' requirements, develop cash flow models, and accurately record client data. Research and analyse financial products to meet client requirements and...