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Financial Planning Paraplanner

3 months ago

Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Careers Full time

Paraplanner Role

Salary: £35,000-£45,000 DOE

NJR Recruitment Careers is collaborating with a reputable financial advisory firm seeking a paraplanner to enhance their team. This organization is dedicated to delivering outstanding financial guidance and services, ensuring optimal outcomes for their clientele. The team upholds the highest standards set by the Financial Conduct Authority (FCA), aiming to provide thorough and compliant financial solutions.

Key Responsibilities

  • Delivering exceptional support to the advisory team, addressing queries promptly and efficiently.
  • Entering CFR documentation into the Salesforce system.
  • Conducting research and analysis of financial products to align with client needs and objectives, showcasing a clear understanding of desired outcomes.
  • Generating precise Inheritance Tax (IHT) calculations and cash flow projections.

The ideal candidate will offer technical assistance to Advisors and Directors, providing insights on financial planning considerations and effectively utilizing appropriate plans and products. Timely and accurate organization of reports and illustrations is essential to ensure smooth business operations and enhance the suitability of the advice provided, thereby improving the practice's overall quality standards.