Paraplanner – up to £45,000 - Bath, Cheltenham, Chelmsford or Nottingham - 2 days a week in the office
Responsibilities
* To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
* Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
* Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
* Review asset allocation for any investment/pension holdings
* Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
Requirements
* Diploma qualified
* Previous experience of working in similar role within financial services.
* Practical application of technical financial knowledge within career.
* Experience of working with iO or FE Analytics back office software.
* Good understanding of the Financial Planning process.