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Job Description
Seeking a qualified and experienced individual to join our team as a Paraplanner, providing financial planning support and guidance to financial advisors.
This is a progressive role for those who want to become a Financial Advisor, with educational support provided to help you achieve your career goals.
Key Responsibilities:
- Analyse client portfolios and products to produce financial planning reports for financial advisors
- Prepare cash flow analysis as required
- Provide recommendations to advisors based on accurate and detailed research
- Act as a reference for advisors and step in for them if absent
- Ensure all documentation and files are compliant and in line with industry standards and procedures
- Build and maintain relationships with clients and providers
Requirements:
- QFA qualification (desirable)
- RPA and CFP qualifications (desirable)
- At least 2-3 years experience in a sales support role or paraplanning role within a life and pension brokerage firm
- Strong knowledge of life, pension and investment products
- Strong communication and presentation skills
Benefits:
- Pension
- Bonus
- Death in Service
- Hybrid Working
- Income Protection
- Exam Support