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Paraplanner - Financial Planning Specialist

2 months ago

Yorkshire and The Humber, United Kingdom Premier Jobs UK Limited Full time
Job Opportunity

This is an exciting opportunity to join a rapidly growing financial services company as a Paraplanner. The company is a leading provider of goal-based financial planning solutions, with a strong focus on creating an inclusive culture and promoting wellbeing.

As a Paraplanner, you will play a key role in providing a full paraplanning function to the company's Financial Advisors, ensuring client service and compliance are always delivered. Your responsibilities will include:

Key Responsibilities
  • Preparing and maintaining client files and client reviews
  • Building cash flow models to identify suitable financial planning solutions
  • Undertaking research to identify appropriate financial planning solutions
  • Preparing recommendations and suitability reports
  • Identifying areas for further financial planning
  • Establishing and building strong relationships with clients

The company is committed to achieving a high retention of clients and team members, and has a strong focus on creating a positive and inclusive team culture.

Requirements
  • You should have 3+ years experience as a Paraplanner
  • You should have excellent suitability report writing skills
  • Experience of using cash flow modelling would be preferable
  • Individuals holding full Diploma or close to achieving this would be preferable
  • You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
Benefits
  • Salary of up to £40,000 depending on experience
  • Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
  • Excellent ongoing employee well being programmes
  • Hybrid working