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Permanent

Paraplanner hybrid working

Bath
money-bag 35000.00-35000.00 Annual
3085437698
Posted Today

Job Title: Paraplanner for a keading Bath IFA firmPackage - £35-50,000 basic depends on experience and qualifications plus quaretly bonus and benefits.3 days in office 2 days at homeIntroductionAre you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? We''re passionate about helping people build a better relationship with their wealth and we''re looking for someone like you to help us deliver on that mission.We''re excited to be expanding our presence and as part of this growth, we''re looking for a high calibre Paraplanner to join our team and play a key role in supporting our advisers and clients.What You''ll Be DoingAs a Paraplanner, you''ll be responsible for delivering high-quality technical support to our advisers and clients. This includes:Analysing client information and existing investments or policiesPerforming tax calculations and constructing appropriate financial solutionsProducing detailed suitability reports for cases of varying complexityRunning cashflow models to support client planningActing as a point of contact for technical queries from advisers and planning supportCommunicating with clients regarding research and report timelinesAttending client meetings where appropriateSupporting the training and development of junior team membersContributing to projects aimed at improving our systems and processesWhat We''re Looking ForWe''re looking for someone who is confident,

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