Job Description
As a Paraplanner (internally known as Financial Planning Technician), you will provide recommendations, financial analysis, technical and research support to the Financial Planners to deliver excellent client service and outcomes. You will act as a point of contact for clients and deal effectively with their queries, as well as preparing client files for review meetings and occasionally, if necessary, attending review meetings with Planners.
You will be passionate about client care and dedicated to excellence, with an appetite for learning and personal growth and a willingness to support and champion others.
This role is being recruited for Fiscal Engineers; the team comprises of a team of expert advisers with many years of shared knowledge and experience, dealing with high-net-worth individuals and is based in the centre of Nottingham. Fiscal Engineers are proud to be joining the Progeny Group.
Key Responsibilities
1. To provide support, technical research, recommendations and financial analysis to the Financial Planners in order to provide our clients with excellent service and outcomes.
2. Identify and discuss areas for planning with the Financial Planner.
3. Undertake relevant research to identify suitable solutions to meet a client’s specific objectives.
4. Prepare relevant documentation and comparisons for review.