Paraplanner

The role involves researching financial solutions, preparing suitability reports and working closely with advisers throughout the advice process.,

• Produce and package financial reports for a variety of Pensions, and Investment products.
• Conduct financial analysis by reviewing client income, assets, liabilities, and financial goals
• Create and compile reports, illustrations and fund research.
• Answer technical queries and liaise with clients as and when needed.
• Perform cash flow modelling and maintain up-to-date knowledge of products and platforms.
  
  As the business continues to grow, they are now seeking an experienced and motivated Paraplanner to support the advisers and play a key role in delivering high-quality financial planning recommendations., A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team., Diploma qualified (or significant progress made towards this)
• Previous experience as a Paraplanner or a similar role in a financial planning firm.
• Strong understanding of financial products, platforms, and compliance requirements.
• Strong problem-solving abilities and attention to detail.
• Proficiency in financial planning software and tools.
  
  A highly technical, independent financial planning practice based in Kettering, providing bespoke wealth management and financial planning advice to private clients, business owners, professionals and retirees.