Para Planner

This Para Planning role is a key role within our client’s business and provides support to Wealth Planners. Our client is an AIM-listed integrated wealth management group, who has been a growing network of offices across the UK as well as offices overseas.They are financially strong with assets of several billion

**The role will include: -**
- Produce financial planning reports for consideration and signoff by advisers considering standards for suitability and quality
- Analyse client portfolios/products and other relevant information to prepare the above
- Obtain illustrations and supporting documents as required to complete the advice file for presentation to the client
- Prepare cash flow analysis as required
- Provide accurate, technical research to ensure that the client file carries all required information to support the recommendations
- Liaise with the Compliance department as necessary throughout the advice process
- Be a point of technical reference for advisers
- complex IHT and Estate Planning
- VCT, EIS and BR Products
- pension/retirement planning
- carry forward and lifetime allowance calculations
- structured products
- trusts

**The Rewards