Senior Paraplanner

6 days ago

Stevenage, United Kingdom Service Service Employment Agency Limited Full time

My client is a Wealth Management firm located in Stevenage, offering independent financial advice to both private and corporate clients for over sixty years.My client is looking for an experienced and qualified Paraplanner to join their well established team of professionals. The desired candidate must be Level 4 (Diploma) qualified with a minimum of 4 years paraplanning experience in a typical practice setting.Accountabilities and ResponsibilitiesFinancial Analysis: You will conduct in-depth analysis of clients' financial situations, including their income, expenses, assets, liabilities, and financial goals. This analysis may involve using financial planning software and tools to create detailed financial plans.Report Preparation: You will prepare comprehensive financial planning reports, including investment analysis, retirement planning, risk management, tax planning, and estate planning. These reports should be tailored to meet the specific needs and objectives of each client.Client Communication: You will communicate with clients to gather necessary financial information, clarify their financial goals and objectives, and explain the details of their financial plans.Research and Due Diligence: You will conduct research on various financial products, investment options, and strategies to support the development of sou...QualificationsLevel 4 (Diploma) qualifiedMinimum of 4 years paraplanning experience in a typical practice setting #J-18808-Ljbffr

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    Stevenage, United Kingdom Service Service Full time

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