Financial Planning Assistant

2 days ago

Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time
Paraplanner Job Opportunity

This is an exciting opportunity to join a rapidly growing financial planning firm in the Midlands, where you will be working as a Paraplanner. As a Paraplanner, you will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered.

Your Responsibilities
  • Preparing and maintaining client files and client reviews
  • Building cash flow models
  • Undertaking research to identify appropriate financial planning solutions
  • Preparing recommendations and suitability reports
  • Identifying areas for further financial planning
  • Liaising with the clients legal and tax advisors
  • Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order
  • Attending client meetings on occasions
  • Establishing and building strong relationships with clients
Requirements
  • Experience as a Paraplanner
  • 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
About the Company

This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal-based financial planning for clients.

The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

Benefits
  • Salary of up to £42,000
  • Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
  • Excellent ongoing employee well-being programmes
  • Hybrid working with a mixture of home, office in Bromsgrove or Market Harborough and attending some client meetings

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