Financial Planning Assistant

4 weeks ago


Chesterfield, Derbyshire, United Kingdom Lime People Search & Select Ltd Full time
Paraplanner Job Description

Lime People Search & Select Ltd is seeking an experienced Paraplanner to support the principal Adviser of the firm. The successful candidate will be responsible for client suitability reports, technical research, record keeping, and processing new business.

Key Responsibilities:
  • Client suitability reports and analysis, technical research, record keeping, and processing new business, illustrations, risk profiling, and cashflow forecasts;
  • Assisting in the preparation of client reviews, including updating client objectives and investment performance reviews, production of supporting reports, and attitude to risk profiling;
  • Building relationships with clients through phone, email, and face-to-face meetings.
Requirements:
  • Level 4 qualified with 2-3 years of experience;
  • Strong product knowledge and good understanding of FCA rules and regulations;
  • Excellent report writing skills and experience working across Pensions, Investments, and Tax Planning.
What We Offer:
  • Salary of c£30-37k + benefits including a company bonus scheme, company pension, and flexible working;
  • Home-working possibility for this role.


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