My client has been established over 15 years coaching HNW individuals through any money decisions that they face. Offering whole of market financial and lifestyle planning advice, with a team of highly experienced financial planning professionals. Due to growth within the business a opportunity has arisen for a Paraplanner to join their team.
As the Paraplanner you will work closely alongside your colleagues to provide the Financial Planner with the correct recommendations for the client’s financial plan. You will provide a excellent suitability report writing service, and attend client meetings ensuring all information is noted for the Financial Planner.
The ideal candidate will have experience working as a Paraplanner and be Fully/Part Level 4 Diploma qualified. You will be a great problem solver with a analytical and technical focused approach to your work.
Day to day duties…
Undertaking technical research and financial analysis to allow the Financial Planner to identify suitable solutions for the client.
Make proposals for financial planners
Attending client meetings
Preparing compliant suitability letters
Using cash flow modelling to prepare a lifestyle financial plan
Main point of contact for any technical questions from clients/ planners