Paraplanner

We are seeking a dynamic and skilled Paraplanner to play a pivotal role behind our clients' financial success! If you're passionate about turning complex financial plans into clear, actionable strategies and thrive in a dynamic, forward-thinking environment, then this opportunity is your launchpad to a career with a very successful IFA firm.  Are you ready to embark on a journey with this firm? where innovation meets financial acumen, and your expertise shapes the trajectory of financial futures.

 The Salary for a Paraplanner in this IFA firm is up to £45,000 + Benefits

You will be supporting 2 Financial Advisers conducting full research and producing bespoke suitability reports.

Key Responsibilities:

• Analyse client information and existing investments/policies
• Write suitability reports for cases of varying complexity
• Ability to handle urgent client queries in the absence of the adviser.
• Stay up to date with industry regulations and compliance requirements.
• Tax Calculations
• Create cash flow models and projections to support financial planning using Voyant
• Work collaboratively with the team to achieve common goals and deliver exceptional client service.
• Uploading cases to XPLAN for pre-approval by Quilter

Requirements:

• Previous experience in a financial planning or wealth management firm
• Knowledge & experience of wide range of financial services products
• Confidence in determining the advice journey.