Technical Paraplanner

We are proud to be supporting a leading, chartered wealth management and financial planning firm with continued expansion plans. Namely the recruitment of a Technical Paraplanner to join their busy and successful team.

Responsibilities:

• Providing a first class service to clients and supporting Financial Planners with full research and suitability report writing support.
• Preparation of cash flow models and financial plans to address clients objectives and financial outcomes.
• Liaising with the Financial Planner and ensuring all information is present, whilst providing guidance and research to ensure suitable recommendations for the client.
• Dealing with complex and technical client queries
• Preparing for client meetings, including following up on any technical points post meeting

Experience:

• Candidates need to have extensive paraplanning or report writing experience
• Have a demonstrable and strong technical knowledge of investments, pensions, protection, pension transfers and general financial planning.
• Experience across a range of platforms and cashflow modelling software.
• Qualified to Level 4 / Diploma

In return our client is looking to offer a competitive basic salary as well as an excellent benefits package and plenty of opportunities for career progression, within this growing organisation.