Paraplanner - Hybrid/flexible Working
4 weeks ago
Competitive salary dependent on experience / qualifications
Compensation and Benefits:
* Enhanced Pension: 20 days of holiday, increasing to 25 after 3 years
* On-site parking
A dynamic financial advisory firm in Boston is actively expanding its support team. Career Progression: Offers a unique opportunity for career progression through the networks Academy, leading to the potential transition to a self-employed adviser role. Work closely with financial advisors to understand client needs and tailor financial plans accordingly.
* Conduct thorough analysis of clients' financial situations, including income, expenses, assets, and liabilities.
* Utilise financial planning software to model various scenarios and assess the impact on clients' financial goals.
* Produce tailored, bespoke financial planning reports for new business cases, annual reviews, withdrawals, and ad-hoc client needs.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer, Para-planner, Para planner, Adviser Support
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