Job Description
This is a new and exciting opportunity for an financial planning industry qualified and experienced individual seeking to further there career in Paraplanning. This is a progressive role for those who want to become a Financial Advisor. Educational support will be provided. Key Duties; Analyse client portfolios and products in order to produce financial planning reports for the financial advisors Prepare cash flow analysis as required Provide recommendations to the advisors based on accurate and detailed research Act as a reference for the advisors and step in for them if absent Make sure all documentation and files are compliant and in line with industry standards and procedures Build and maintain relationships with clients of the firm and providers What you need; The QFA qualification, RPA and CFP qualifications are 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 Please apply through the portal or email Nikki at if you wish to apply for this role! Skills: QFA RPA CFP Financial Planning Paraplanning Financial Services Benefits: Pension Bonus Death in Service Hybrid Working Income Protection Exam Support