Paraplanner

Experienced Paraplanner Wakefield Office-basedSalary from £40,000 + 12%-18% bonus + 9% employer pension contribution We are recruiting on behalf of an established, directly authorised independent financial planning firm based in the Wakefield area. The business provides genuinely independent advice across pensions, investments, protection and tax planning. It has a loyal client base, an experienced advisory team and dedicated paraplanning and administration support. This opportunity would suit an experienced paraplanner who can confidently manage technical cases with minimal supervision. It may also appeal to a qualified financial adviser who enjoys the technical and planning aspects of the profession but no longer wants a sales-focused or target-driven role. The role Working closely with the firm''s financial advisers, you will turn client information and adviser recommendations into accurate, compliant and easily understood financial planning reports. Your responsibilities will include: Preparing suitability reports and supporting documentation Reviewing clients'' existing pensions, investments and protection arrangements Completing product, provider and fund research Analysing client circumstances and financial information Supporting advisers with technically sound recommendations Producing cash-flow projections and other financial planning scenarios Ensuring recommendations meet FCA requirements and internal standards Maintaining complete and accurate ..... full job details .....