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Financial Planning Assistant

2 months ago

Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time
{"title": "Paraplanner Opportunity", "content": "Paraplanner Opportunity

We are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing a full paraplanning function to our Senior Financial Advisors, ensuring client service and compliance are always delivered.

Key Responsibilities:
  • Prepare and maintain client files and client reviews
  • Build cash flow models to identify financial planning solutions
  • 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
  • Oversee implementation of recommendations and ensure compliance
  • Attend client meetings as required
Requirements:
  • Experience as a Paraplanner
  • Excellent suitability report writing skills
  • Experience with cash flow modelling is desirable
  • Full Diploma or close to achieving this is preferred
  • Enthusiasm for the profession, forward thinking, and a commitment to doing the right thing
What We Offer:
  • 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, office, and client meetings
Locations:
  • Bromsgrove
  • Market Harborough

Please note that Premier Jobs UK Limited uses all reasonable efforts to ensure the accuracy of the information provided, but no liability is accepted for any loss or damage arising from reliance on this information.", "location": "Bromsgrove, Market Harborough"}