Paraplanner

An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.This role offers benefits and a competitive salary depending on candidate experience.You will be responsible forProviding technical paraplanning support across a broad range of financial planning cases.Working closely with advisers to identify suitable financial planning strategies that meet clients'' objectives.Preparing recommendations covering investments, pensions, retirement, tax and estate planning.Producing cashflow models, financial reports and suitability documentation.Reviewing investment portfolios and supporting asset allocation recommendations in line with clients'' risk profiles.Preparing client review packs, investment performance reports and supporting documentation.Obtaining quotations, product information and research to compare suitable financial solutions.Liaising with clients, providers and third parties to ensure cases progress efficiently.What we are looking forPreviously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a ..... full job details .....