Current jobs related to Paraplanning Professional - Wilford - Brook Street

Job Summary:

We are seeking a highly skilled Paraplanning Professional to join our team at Brook Street. As a Paraplanning Professional, you will play a crucial role in supporting our Adviser Team in the submission of new business and replacement business.

Key Responsibilities:

• Fully analyse clients' requirements, develop cash flow models, and accurately record client data.
• Research and analyse financial products to meet client requirements and objectives.
• Construct financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports.
• Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process.
• Prepare client reviews, updating cash flow models, investment performance reviews, and production of supporting reports, discussion documents, and computer models.
• Work with other Practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process.

Requirements:

• Previous paraplanning experience within an IFA or Wealth Management environment.
• Familiar with all major research systems (e.g. Analytics, Voyant, etc.).
• Experience of the Pension Transfer market. Whilst a knowledge of Final Salary Pension Transfer market would be desirable, it is not essential.
• Experience of the administration of IHT and/or Investment products.
• Demonstrates up to date knowledge of relevant regulation and legislation.

About Us:

We are a leading recruitment agency specialising in the provision of high-quality recruitment services to the financial services sector. We are committed to delivering exceptional results and building long-term relationships with our clients and candidates.