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Financial Planning Assistant

2 months ago

York, York City, United Kingdom Resource Matters Ltd Full time

Resource Matters Ltd is seeking a skilled Paraplanner to join our team. The successful candidate will be responsible for preparing suitability reports and letters, ensuring client work is compliant, and undertaking comparative research. Key responsibilities include:

* Accurately prepare suitability reports and letters to meet deadlines
* Ensure all client work is compliant and supported with relevant paperwork
* Undertake comparative research in preparation of client recommendations
* Complete technical research as part of the existing arrangement review process
* Perform tax planning analysis
* Produce and analyze cashflow modeling
* Understand clients' overall financial position from independent financial adviser (IFA) fact-finds
* Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the required suitability checks
* Ensure all client queries are appropriately investigated, and accurate responses given

Requirements:

* Level 4 Diploma qualified (or working towards)
* Para planning experience

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.