Paraplanner - up to £55,000 - Solihull
Working alongside Financial Advisers, you'll provide high-quality technical support across a wide range of financial planning cases, helping to deliver exceptional client outcomes.
Key Responsibilities
- Prepare detailed suitability reports across pensions, investments and protection.
- Conduct technical research and product analysis.
- Analyse client information and support adviser recommendations.
- Prepare cashflow modelling and financial planning documentation.
- Produce provider illustrations, fund research and recommendation reports.
- Liaise with advisers, providers and clients to progress business efficiently.
- Assist with annual reviews and ongoing client servicing.
- Ensure all work complies with FCA regulations and internal compliance procedures.
About You
- Previous experience working as a Paraplanner within an Independent Financial Planning firm.
- Level 4 Diploma in Regulated Financial Planning, or working towards it.
- Strong technical knowledge of pensions, investments and protection.
- Experience producing high-quality suitability reports.
- Excellent analytical, organisational and communication skills.
- Experience using systems such as Intelligent Office, Voyant, FE Analytics, Dynamic Planner or similar would be advantageous.
#J-18808-Ljbffr
