This hybrid working Paraplanner job in the Midlands is an opportunity to join a rapidly growing financial planning firm
You will be providing a full paraplanning function to one of their Senior Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include:
* Preparing and maintaining client files and client reviews
* Building cash flow models
* Undertaking research to identify appropriate financial planning solutions
* Preparing recommendations and suitability reports
* Identifying areas for further financial planning
* Liaising with the client’s legal and tax advisors
* Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order
* Attending client meetings on occasions
* Establishing and building strong relationships with clients
Paraplanner Requirements
* You should have experience as a Paraplanner
* You should have excellent suitability report writing skills
* Experience of using cash flow modelling would be preferable
* Individuals holding full Diploma or close to achieving this would be preferable
* You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
The Company
This growing IFA firm is l...