Paraplanner

A National firm of Financial Planners are looking to grow their Paraplanning team with a Diploma Qualified Paraplanner. This role can be offered on a remote contract with a monthly office visit to London.Within this Paraplanner role you will support Advisers in the advice giving process with suitability reports, product research and technical analysis.Daily duties will include;Discuss client objectives with the Advisers.Undertaking financial analysis to produce financial reports.Undertake research to identify suitable solutions to meet the client’s needs.Consider current and future allocation of assets for investment strategy with regard to client risk profile.Prepare recommendation reports.Request and obtain application forms and other associated paperwork.On-going servicing of clients, for example withdrawals or fund switches.The successful candidate will have obtained the Level 4 Diploma in Financial Planning and have a few years’ experience working within a paraplanning role. You will have a strong understanding of the financial planning process as well as the compliance requirements within a wealth planning team.This is a fantastic opportunity with a structured career map and long term career prospects; If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.