Address
Form of work
SalaryParaplanner - Hybrid working available
A fantastic opportunity has arisen for an Experienced Paraplanner to join a thriving firm of financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments.
You will join a dynamic team who work together to support a large team of busy holistic financial planners.
On offer will be a varied role within a fast-paced business, a competitive salary and a long term career. Full study support will be provided to attain chartered status.
The role
The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing clients’ needs in the short and long term, assess their attitude to risk and help them to create a suitable financial plan for the future.
Core tasks will involve:
- Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
- Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
- Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.
Requirements
Applicants will have previous experience providing technical support to financial planners ideally in an independent environment.
Candidates will have exceptional work ethic, enthusiasm and good organisational skills. You will also need an ability to communicate effectively and build rapport.
In return a competitive salary will be on offer along with study support, there will also be longer term development and succession opportunities along with the chance to work in an energetic and friendly supportive team.
To find out more, or to apply, please send your cv to jenny @ tempestjones . com
