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This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Paraplanner opportunity. They will support your personal development, pay bonuses and have a whole range of additional benefits. The role would suit an individual who wants to also give advice and therefore be suitably qualified ideally chartered or happy to work towards.
The role may also suit a Senior Paraplanner who is happy taking on Operational responsibilities.As a Paraplanner you will support the delivery of the financial planning and advice process to clients by providing technical research, analysis and report writing services to Financial Advisers. This includes:
- Gathering and undertaking research of financial products
- Analysing and comparing technical elements of financial products to establish appropriate options
- Undertake cost analysis to establish aggregated costs and charges of financial products
- Undertake tax calculations and income sustainability analysis
- Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable
- Work closely with the compliance team to support the development of advice policy and process and collaboratively with the business file reviewers to ensure advice and advice records are prepared to the highest standards.
- Maintain technical knowledge through a programme of Continuing Professional Development.To be successful you will need to have paraplanning experience and have working knowledge of a wide variety of financial products. You will also need to be Diploma level 4 or working towards and have the ambition to achieve Chartered.Your benefits will include
- Hybrid working after training
- Pension contributions
- Holidays are 25 plus bank holidays, 3 to be taken at Christmas close down.
- Other benefits will be discussed at interview.
There will be a requirement to come to the office for hands on work, training or personal development.
