Paraplanner

Overview

Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford.

Key Responsibilities

• Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives
• Check and confirm fact-find information with Financial Planners
• Review ceding scheme details and liaise with providers to obtain any missing information
• Ensure recommendations are suitable and compliant with regulatory requirements
• Draft and adapt high-quality suitability reports based on discussions with Financial Planners
• Conduct research and analysis to identify appropriate financial solutions
• Prepare cash flow plans alongside Financial Planners using cash flow modelling tools
• Maintain accurate and compliant client records using back-office systems
• Identify and raise any discrepancies on client files with the Financial Planner

Candidate Profile

• Diploma in Regulated Financial Planning (desired)
• Minimum of 2 years experience as a Paraplanner
• Strong understanding of the financial planning process
• Solid experience in pensions, investments (including ISAs and bonds), IHT and trust cases; protection knowledge preferable
• Familiarity with financial research tools such as FE Analytics and cash flow modelling tools such as Voyant