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About the job
We are looking for an experienced Paraplanner who will work closely with the Financial Planner in analysing a client’s existing arrangements, researching potential solutions, using cashflow modelling and preparing recommendation reports and documents required to allow the Financial Planner or Mortgage Specialist to present solutions to their client, and for the client to proceed with those recommendations if agreed.
The Paraplanner will hold a minimum of a Level 4 Diploma in Financial Planning through the CII, LIBF or equivalent and must maintain membership of their chosen professional body (CII/LIBF/etc) including achieving the required Continuing Professional Development (CPD).
Analysing a client’s existing arrangements – completing (or liaising with Senior Administrator/Trainee Paraplanner to complete)
Research & Analysis on client’s existing plans to ensure that we hold full information to allow the Financial Planner to provide the best advice to the client in regards their arrangements. This will involve liaising with providers to obtain information, completing the Research & Analysis template and providing the full Research & Analysis document to the Financial Planner once complete.
Researching potential solutions – Conducting research on specific solutions as and when required, which is likely to be occasionally where the Centralised Investment Proposition (CIP) is not suitable for the client. This will involve completing full market research and ensuring that all the due diligence is completed and on file for any off-panel recommendations.
- Flexible hours
- Comprehensive benefits package
- Attractive local amenities – fitness centre, shops and restaurants on the office’s doorstep
- Ample free parking
- Employee referral scheme
- Social and family events
- Bonus scheme
Salary: £30-35k DOE
Location: Bristol | Remote
Employment Type: Full time
Apply today by emailing firstname.lastname@example.org