Paraplanner
1 day ago
**Paraplanner**
A fantastic opportunity has arisen for an experienced Paraplanner to join a well-established firm of financial planners who give advice to both private and corporate clients on a wide range of financial planning issues.
Level 4 Diploma is NOT essential to be considered for this role.
On offer will be an attractive benefits package plus continued professional development to Diploma, Chartered and beyond.
This will be a long-term role within a secure business that is thriving.
Once embedded into the company, there will be opportunities to move into an advisory role or compliance for those seeking continued professional development and a structured career path.
**The Paraplanner role**
The core purpose of this role will be to work in a team who jointly support the firms’ financial planners with creation of their recommendations.
- You will conduct fund and provider research, access existing portfolio valuations and create analysis and comparison reports demonstrating viability and strength of suggested financial plans.
- You will create bespoke suitability letters justifying the reasons for each piece of advice.
- Areas covered will include mainly pensions and investments but also protection, both individual and corporate business.
- Analysis of clients’ existing arrangements will also be required to determine ongoing suitability.
**Requirements**:
Proven experience within a paraplanning role with strong technical knowledge of investments, pensions and protection is preferable. Knowledge of mortgages and tax would be welcomed but is not essential.
You will ideally hold or be working towards the CII Level 4 Diploma.
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