Financial Planning Expert

10 hours ago


East Liverpool, Ohio, United Kingdom CV-Library Full time
Job Overview

This hybrid-based Paraplanner position in the Wirral offers an excellent opportunity for a skilled professional to provide exceptional financial planning solutions. The role involves assisting a team of Financial Advisors in delivering holistic financial planning services to clients.

The successful candidate will possess experience as a Paraplanner and a good knowledge of financial planning, with the ability to write bespoke advice for complex cases. Confidence in undertaking research and financial calculations is also essential. Holding a Level 4 Diploma in Financial Planning (or equivalent) and/or working towards Chartered status is preferred.

Key Responsibilities:
  • Prepare pre-approval documents prior to report writing, ensuring recommendations are suitable.
  • Provide accurate, timely, and compliant suitability reports.
  • Utilize technology to produce precise solutions.
  • Perform financial calculations, including CGT and annual allowances.
  • Ensure all advice documentation is compliant.
  • Effectively communicate internally and externally.
  • Collaborate closely with Financial Advisers to gather sufficient information.
  • Provide clear instructions to Administrators to ensure proposals and documents are completed correctly.


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