Paraplanner

Salary: £26,000 per year

My highly professional and thriving client based in Beccles are looking for a paraplanner to join their team. This role will be to support the Advisors when informing and advising Clients on financial strategies, plans and products, and organise the technical task, illustrations and reports.

Key duties

* Fully analyse clients’ requirements, develop cash flow models and accurately record client data;

* Research and analyse financial products to meet Client requirements and objectives;

* Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;

* Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;

* Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.

Person specification: Knowledge and experience:

* Previous paraplanning experience within an IFA or Wealth Management environment;

* Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience);

* Chartered Financial Planner status (preferred);

* Familiar with all major research systems (e.g. Analytics, Voyantetc.);

* Experience of the Pension Transfer market. [Whilst a knowledge of Final Salary Pension Transfer market would be desirable, it is not essential].

* Experience of the administration of IHT and/or Investment products;

* Demonstrates up to date knowledge of relevant regulation and legislation.

Salary dependent upon relevant experience and qualifications.

This is a great opportunity to work for a friendly, growing and forward thinking company – where they really care about their clients and staff.

If you have the required experience, are organised, have exceptional attention to detail and have lots of enthusiasm to help clients – then please email Louise your CV and I look forward to hearing from you.