This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.
As a Paraplanner, you will be focused on providing technical support including:
* Preparing and writing suitability letters and reports
* Conducting research and analysis into financial solutions for clients including income planning, IHT and tax calculations, trust solutions and cashflow planning
* Managing platform process including onboarding, planning completion and set up
* Managing project work which may include seamless transition for acquired client banks
* Liaising with Advisers and their clients
* Preparing letters based on the Adviser’s recommendations
Full job description available, detailing full scope of the role
Paraplanner Requirements
* You must be Level 4 Diploma qualified in Financial Planning or equivalent
* You should be a current Paraplanner with experience of research, analysis and report writing
* You should have excellent communication skills
The Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing.
Paraplanner Benefits
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