Paraplanner - Financial Planning Expert
1 week ago
Eden Scott is seeking a skilled Paraplanner to join their team in a dynamic and growing business.
The company provides bespoke consultancy advice to commercial and private clients, offering independent and unbiased guidance to find the most suitable products and services.
The successful candidate will work closely with the existing Paraplanners to support Advisers in managing a portfolio of clients, providing a broad exposure to financial planning matters.
Key Responsibilities:
- Compiling suitability reports detailing recommended advice to suit client needs
- Using various providers' systems for carrying out specific client actions, including rebalancing, fund switches, withdrawals, and amendments to income
- Completing fund, model, DFM, and platform research and analysis
- Carrying out product analysis and comparisons
- Instructing the IFA Administrator to proceed with preparation of the pack for the client
- Providing technical support to advisers and administrators regarding complex planning matters
- Implementing recommendations
- Preparing reports for client review meetings
- Updating client information and relevant spreadsheets
- Building and maintaining client relationships
- General administration
Requirements:
- Demonstrable knowledge and experience of Paraplanning, including knowledge of appropriate back-office systems such as Intelligent Office (I.O.), FE Analytics, Cashflow Modelling, Wrap comparators, etc.
- Organized, analytical, able to follow direction, and demonstrate attention to detail
- Integrity, intuition, flexibility, and the ability to work as a member of a team
- Preferred starting level of qualification: Diploma in Regulated Financial Planning
A competitive salary and annual bonus are on offer, along with hybrid working as an option.
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