At a Glance
- Tasks: Deliver complex financial planning support and analyse client needs.
- Company: Join Pareto Financial Planning, part of K3 Advisory Group, in a dynamic team.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Work in a supportive environment with a focus on high-quality client outcomes.
- Why this job: Make a real impact on clients' financial futures while developing your skills.
- Qualifications: Experience in financial planning and strong analytical skills required.
The predicted salary is between 40000 - 50000 £ per year.
Pareto Financial Planning, part of K3 Advisory Group, has an opportunity for a highly experienced Paraplanner responsible for delivering complex financial planning support to our clients and adviser.
Our Paraplanners plays a key role in the delivery of high-quality client outcomes.
This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week.
Key Responsibilities Financial Planning Analysis Conduct triage to identify information required to compile each financial plan recommendation.
Identify areas for planning.
Discuss and establish client objectives with the financial adviser.
Analyse client fact-finds to identify needs, priorities and potential solutions.
Conduct research on financial products, providers and market trends.
Perform cashflow modelling and scenario analysis.
Liaise with the client’s legal and tax advisers if appropriate.
Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives.
Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
Liaise with the Administration teams to ensure any recommendations are correctly implemented.
