We are looking for an experienced Paraplanner to join a team of financial planners.
The Role
This will involve providing technical and research support to financial planners in their delivery of advice to clients. The support will include completing research and analysis, preparing suitability letters and other paraplanning duties.
The role is primarily remote, with a preference for the candidate to attend occasional in-person meetings in Cheltenham (approximately once a month). While this is our ideal scenario, we are open to candidates who cannot commit to monthly travel to Cheltenham.
Main Duties
Collaborate with Financial Planners to address client needs and inquiries, ensuring timely responses aligned with TCF standards.
Obtain and analyse technical information from providers.
Conduct in-depth technical research and provide insightful analysis.
Prepare detailed and accurate cash flow plans tailored to client objectives.
Draft su...