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Paraplanner

2 months ago


Birmingham, United Kingdom Premier Jobs UK Full time

This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm

You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include:

  • Preparing and maintaining client files and client reviews
  • Building cash flow models
  • Undertaking research to identify appropriate financial planning solutions
  • Preparing recommendations and suitability reports
  • Identifying areas for further financial planning
  • Liaising with the clients legal and tax advisors
  • Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order
  • Attending client meetings on occasions
  • Establishing and building strong relationships with clients

Paraplanner Requirements

  • You should have experience as a Paraplanner
  • You should have excellent suitability report writing skills
  • Experience of using cash flow modelling would be preferable