Paraplanner

This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.As a Paraplanner, you will be focused on providing technical support including :

• Preparing and writing suitability letters and reports
• Conducting research and analysis into financial solutions for clients including income planning, IHT and tax calculations, trust solutions and cashflow planning
• Managing platform process including onboarding, planning completion and set up
• Managing project work which may include seamless transition for acquired client banks
• Liaising with Advisers and their clients
• Preparing letters based on the Adviser’s recommendationsFull job description available, detailing full scope of the roleParaplanner Requirements
• You must be Level 4 Diploma qualified in Financial Planning or equivalent
• You should be a current Paraplanner with experience of research, analysis and report writing
• You should have excellent communication skillsThe CompanyOur client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing.P...