Paraplanner

Paraplanner – up to £45,000 – Bath, Cheltenham, Chelmsford or Nottingham – 2 days a week in the office 

Responsibilities

• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.
• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Review asset allocation for any investment/pension holdings
• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.

Requirements

• Diploma qualified
• Previous experience of working in similar role within financial services.
• Practical application of technical financial knowledge within career.
• Experience of working with iO or FE Analytics back office software.
• Good understanding of the Financial Planning process.