St. Albans, Hertfordshire
£35,000 - £45,000
Great opportunity for an experienced Paraplanner to support a team of 2 Advisors within established and expanding directly authorised Independent FCA regulated organisation.
Responsibilities include:
- Support financial advisers with case preparation, technical analysis and administration to facilitate the delivery of holistic financial advice to individuals, households and businesses.
- Prepare and maintain client records, including updating fact finds, completing risk profiling, documenting objectives, and supporting suitability assessments.
- Conduct investment and product research using financial planning tools and platforms to support adviser recommendations.
- Assist with pension and investment analysis, including annual allowance calculations and technical product reviews.
- Ideally able to produce or put together suitability reports for simple investments, client reviews, withdrawals, and other ongoing advice requirements.
- Liaise with product providers to obtain policy and scheme information and process client transactions, including withdrawals and fund switches.
- Provide high-quality administrative support to ensure efficient case progression and excellent client service standards.
The following is ideal but not strictly necessary.
- Experience of being able to build and maintain cashflow models
- Support estate planning activities, including inheritance tax (IHT) calculations, trust administration, and intergenerational wealth planning.
For more information and to apply please send your CV