Full job descriptionParaplanner
Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in the Borough of 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