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Financial Planning Assistant

2 months ago

Swansea, City and County of Swansea, United Kingdom Premier Jobs UK Limited Full time
{"title": "Paraplanner Role", "description": "

At Premier Jobs UK Limited, we are seeking a skilled Paraplanner to provide full paraplanning support to our Financial Advisers. This is an exciting opportunity to join a growing financial planning firm in Swansea, offering a hybrid working arrangement.

As a Paraplanner, you will be responsible for preparing and maintaining client files and reviews, building cash flow models, and undertaking research to identify suitable financial planning solutions. Your duties will also include preparing recommendations and suitability reports, identifying areas for further financial planning, and liaising with clients' legal and tax advisors.

Key Responsibilities:

  • Prepare and maintain client files and reviews
  • Build cash flow models to support financial planning
  • Undertake research to identify suitable financial planning solutions
  • Prepare recommendations and suitability reports
  • Identify areas for further financial planning
  • Liaise with clients' legal and tax advisors

Requirements:

  • Experience as a Paraplanner
  • Excellent suitability report writing skills
  • Experience with cash flow modelling (desirable)
  • Full Diploma in Financial Planning (desirable)
  • Enthusiasm for the profession, forward thinking, and a commitment to doing the right thing

Benefits:

  • Salary of up to \u00a340,000
  • Company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges
  • Excellent ongoing employee well-being programmes
  • Hybrid working arrangement with a mix of home and office working

Location:

Swansea

Disclaimer:

While Premier Jobs UK Limited uses all reasonable efforts to ensure the accuracy of the information contained in our adverts, we give no representation or warranty in respect of such information. No liability is accepted for any loss or damage arising from reliance on or use of any information.

", "location": "Swansea", "company": "Premier Jobs UK Limited"}