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Client Support Paraplanner

3 months ago


Wolverhampton, Wolverhampton, United Kingdom NJR Recruitment Careers Full time

Paraplanner

£35,000-£45,000 DOE

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

The ideal candidate will play a crucial role in offering technical assistance to Advisors and Directors, providing insights and advice on financial planning considerations, and effectively utilizing appropriate plans and products. Responsibilities include organizing reports and illustrations promptly and accurately to facilitate efficient business processing, ensuring that the suitability of the advice provided enhances the practice's Professional Quality Standards (PQS).

Key Responsibilities

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