Paraplanning Specialist

3 weeks ago

Ashby de la Zouch, Leicestershire, United Kingdom The Recruitment Group Full time
About the Role:
We are looking for a skilled Paraplanning Specialist to join our team. As a Paraplanning Specialist, you will be responsible for providing administrative support to financial planners, analyzing client data, and developing financial planning solutions.

Key Responsibilities:
- Fully analyze clients' requirements, develop cash flow models, and accurately record client data
- Research and analyze financial products to meet client requirements and objectives
- Construct financial planning solutions supported by the production of computer models and reports
- Prepare suitability letters and reports
- Deal with general client queries and attend client meetings

Requirements:
- Previous paraplanning experience within an IFA or Wealth Management environment
- Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience)
- Chartered Financial Planner status (preferred)
- Familiar with all major research systems and experience of the Pension Transfer market

What We Offer:
- Salary: £35,000 (negotiable on experience)
- Opportunity to work with a dynamic team and contribute to the success of the company
- Professional development and growth opportunities
- Competitive benefits package

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