Our client is a very well-established firm of Financial Planners based In a beautiful, rural location of Wolverhampton. An exciting opportunity is now available for a Qualified Paraplanner to join their team. The Qualified paraplanner will provide paraplanning support to the practice to ensure that cleints receive the best technical service regarding financial strategies, plans and products.
Key Responsibilities:
1. Provide high level technical paraplanning support to the Practice;
2. Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations;
3. Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
4. Communicating with clients and other relevant parties to ensure the case is followed through;
5. Consider current and future allocation of assets for an appropri...