Flexible Work, Better Balance
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis.
As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes.
Role Responsibilities
Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services
Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
Prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on the knowledge of the...