This hybrid-based Paraplanner job in Doncaster is an opportunity to join a rapidly growing financial planning firm.
You will be providing a full paraplanning function to their 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
* Establishing and building strong relationships with clients
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.
Paraplanner Requirements
* You should have 3+ years’ 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 led by highly respec...