This is an outstanding opportunity to join a Chartered Financial Planning firm that provide a range of services to private, trustee and corporate clients.
The firm is well established and holding Chartered status commit to the CIIs Code of Ethics and Conduct and are recognised as one of the region’s leading Financial Planning firms.
The Role
Product assessment and analysis (of existing arrangements)
Client Attitude to Risk Assessment analysis
Designing solutions to needs
Report writing, usually from templates
Cashflow modelling
Income design strategies
Use of various systems, including IO, Voyant, FE Analytics, Finametrica, as well as all Microsoft programs
Potential to become a part of the internal investment committee
About You
Diploma Level 4 qualified (minimum) with a desire to further enhance your knowledge of the industry
You will be a competent and experienced paraplanner with a good working knowledge and understanding of investment and pension products. A good detailed understanding of IHT tax planning and solutions would be advantageous.
Experience working with HNW clients with investable assets and pension funds of £500k +
Excellent communication skills are essential, working closely with admin teams and advisers
Well organised, sharp eye for detail with the ability to multi task
You will like to take ownership of tasks through to completion
Paraplanner, North Somerset (BW-1990)
This is an outstanding opportunity to join a Chartered Financial Planning firm that provide a range of services to private, trustee and corporate clients.
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