At a Glance
- Tasks: Support Financial Advisers with research, analysis, and client presentations.
- Company: Reputable firm focused on client care and inclusion.
- Benefits: Career growth opportunities and a supportive work culture.
- Other info: Join a dynamic team dedicated to client success.
- Why this job: Shape your career while making a real difference for clients.
- Qualifications: Experience in financial planning and strong analytical skills.
The predicted salary is between 35000 - 45000 £ per year.
Your new company An excellent opportunity has arisen within a well-established, highly reputable firm of IFAs for an experienced Financial Planning Analyst (Paraplanner).
The company has core values of being exceptionally client-centric, caring and doing the right thing for both clients and its people, fostering a culture of respect, support and inclusion.
As the business continues to grow, you will have every opportunity to shape your career and be supported to achieve your goals.
Your new role Working within the technical support team, the role will be to provide technical support to the Financial Advisers and wider support team to ensure the efficient delivery of all advice.
Key responsibilities will include: Evaluation of client objectives Due Diligence, research and analysis Calculations (Pension contributions/CGT/IHT/Income Tax) Production of client presentation documents and suitability reports Oversight of provider illustrations / applications / fund information etc.
Monitoring new business pipeline through to completion Client fee monitoring Client liaison on completion You will also be involved with Client reviews, including Pre-meeting analysis Post meeting completion work Production of post review letters What you'll need to succeed Working with private wealt...
Contact Details:
Hays Specialist Recruitment Limited Recruitment Team
