Paraplanner/ Client Review Consultant
3 weeks ago
Paraplanner/ Client Review Consultant
A fantastic opportunity has arisen for a Paraplanner/ Client Review Consultant to join a well-established firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues, based in Castleford.
On offer will be a competitive salary and an attractive benefits package plus continued professional development to Chartered.
This will be a long-term role within a secure business that is thriving.
The role:
The core purpose of this role will be to provide technical paraplanning support to a team of financial planners assisting them with creation of financial recommendations.
- You will access existing portfolio valuations and create analysis and comparison reports demonstrating viability and strength of suggested financial plans.
- You will create bespoke suitability letters justifying the reasons for each piece of advice.
- Areas covered will include mainly pensions and investments but also protection, both individual and corporate business.
- Analysis of clients’ existing arrangements will also be required to determine ongoing suitability at review.
- Liaising with clients at review assessing circumstances and portfolios to see if any advice can be provided to enhance their return.
**Requirements**:
Ideally you will have experience in a similar role as either a paraplanner or servicing financial adviser with strong technical knowledge of investments, pensions and protection.
You will ideally hold or be working towards the CII Level 4 Diploma.
This is a fantastic opportunity to join a successful and dynamic team in a friendly and supportive environment.
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