Financial Planning Analyst (Paraplanner)

Your new companyAn excellent opportunity has arisen within a well-established, highly reputable firm of IFAs for an experienced Financial Planning Analyst (Paraplanner). The company has core values of being exceptionally client-centric, caring and doing the right thing for both clients and its people, fostering a culture of respect, support and inclusion. As the business continues to grow, you will have every opportunity to shape your career and be supported to achieve your goals.Your new roleWorking within the technical support team, the role will be to provide technical support to the Financial Advisers and wider support team to ensure the efficient delivery of all advice. Key responsibilities will include:Evaluation of client objectivesDue Diligence, research and analysisCalculations (Pension contributions/CGT/IHT/Income Tax)Production of client presentation documents and suitability reportsOversight of provider illustrations / applications / fund information etc.Monitoring new business pipeline through to completionClient fee monitoringClient liaison on completionYou will also be involved with Client reviews, includingPre-meeting analysisPost meeting completion workProduction of post review lettersWhat you''ll need to succeedWorking with private wealth, business owners, corporate clients, trusts and group schemes (desirable)4+ years Financial Services experience (essential)Knowledge of FCA regulations and compliance requirements (essential)Senior ..... full job details .....