Paraplanner - Financial Services

15 hours ago

Leicester, United Kingdom Gohil & Gunby Financial Services Full time

**Job Title: Paraplanner**

**Industry: Financial Services**

**Location: Leicester**

**Salary: £25,000 - £40,000 (negotiable, depending on experience)**

**Job Reference: 17896**

This Paraplanner job in Leicester provides the opportunity to join a fast-paced and growing IFA firm.

You will oversee the full client journey, by reviewing the client’s needs and objectives and undertaking appropriate research. In addition, you will be responsible for writing suitability reports.
- **General**:

- To provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports.
- **Analysis**:

- full analysis of clients’ requirements, development of cash flow models, discussion documents, and accurate recording of client data
- **Solutions**:

- construction of financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
- **Recommendations**:

- preparation of letters and reports (investment, pension and protection), taking full responsibility for the client files and back office IT records throughout the advice process (including providing all appropriate ancillarydocuments for Suitability Letters and Reports).
- **Reviews**:

- preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
- **Relationship Building**:

- **Reviews**:

- preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting (suitability) reports, discussion documents and computer models
- **Reporting**: Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.
- **CPD**: Keep up to date with legislation and product changes by attending and maintaining continuous professional development.

**QUALIFICATIONS**
- 5 years+ Financial Services Paraplanning Experience.
- You will have at least Level 4 Diploma in Financial Planning
- Working towards Chartered Status
- Excellent IT skills and telephone manner
- Knowledge of Prestwood Truth & Dynamic Planner (preferable)

**COVER LETTER OPTIONAL

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