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Financial Planning Assistant
2 months ago
This exciting Paraplanner role in Swansea offers a unique chance to join a growing financial planning firm, providing hybrid working arrangements.
As a Paraplanner, you will be responsible for delivering exceptional client service and ensuring compliance is consistently met. Your key responsibilities will include:
- Preparing and maintaining accurate client files and reviews
- Developing and maintaining cash flow models
- Conducting research to identify suitable financial planning solutions
- Preparing recommendations and suitability reports
- Identifying areas for further financial planning
- Liaising with clients' legal and tax advisors
- Overseeing the implementation of recommendations and ensuring all compliance is in order
- Building strong relationships with clients
Paraplanner Requirements
- Experience as a Paraplanner is essential
- Excellent suitability report writing skills are required
- Cash flow modelling experience is desirable
- A full Diploma or close to achieving this is preferred
- You must be enthusiastic about your profession, forward-thinking, and committed to doing the right thing for your clients and colleagues
Paraplanner Benefits
- A salary of up to \u00a340,000
- Company benefits including pension, life assurance, group income protection, health cash plans, and salary exchanges
- Excellent ongoing employee well-being programmes
- Hybrid working arrangements with a mix of home and office working
