About

Role An excellent opportunity for an experienced Paraplanner to join a well-established, fast growing and highly respected Independent Financial Adviser. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with an Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude, with meticulous attention to detail and a solution focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.Responsibilities:Analyse client information from Fact Finds, existing records and meeting notesConduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planningSupport advisers ahead of client meetings/reviews and analyse client’s existing portfoliosResearch products and services to make suitable recommendationsPrepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection businessAttend client meetings with financial advisers when requiredWork closely with all members of the team to ensure timely business processing and submissionKeep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standardsMaintain relationships with product and service providersActive involvement within the in-house Investment CommitteeRequirementsMinimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)Must have at least 4 years’ experience as a Paraplanner