Paraplanner - Bath
Our client is looking for a talented Paraplanner to join their team, who can demonstrate a background of providing high-level technical paraplanning including the production of cash flow models and high-quality suitability reports.
Key Responsibilities:
1. To assist the Financial Planner in formulating advice to the client, providing technical support and guidance where appropriate.
2. Review client objectives ensuring they are clear, concise, and achievable when compared against the client’s financial circumstances.
3. Provide research and analysis of investment funds and financial products, considering client objectives.
4. Review asset allocation for any investment/pension holdings.
5. Complete financial cash flow forecasts, clearly demonstrating the client’s current and future financial position.
6. Prepare Financial Plans, clearly outlining the client’s current position, where they need to be, and how they will get there.
7. Liaise with Product Providers / Third Parties regarding any technical queries.
8. Accurately complete new business sheets to be handed over to the PA.
9. Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.
Requirements:
* Level 4 diploma qualified as a minimum and ideally working towards Chartered status.
* Minimum of 3 years’ experience within a paraplanning role.
* Strong IT skills; experience of Curo, FE Analytics, and Voyant advantageous.
* Good attention to detail.
* Good team player.
* Excellent communication skills, both verbally and in writing.
* Comfortable with working in a fast-paced environment.
* Organized and able to manage a busy workload.
This will be a hybrid position, based 2 days each week in the Bath office, and 3 days working remotely.
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