Paraplanner

Paraplanner

Salary up to £50,000 plus benefits

Are you an experienced Paraplanner, looking to join a highly respected and forward-thinking wealth management firm?

This role is with is a client-focused, independent financial planning firm dedicated to delivering high-quality, tailored advice to HNW individuals and families. Due to continued growth, they are seeking an experienced paraplanner with or without the Level 4 Diploma.

Responsibilities include:

• Working closely with the Financial Planners, to offer tailored solutions to clients
• Preparing for client meetings including checking that all compliance paperwork
• Analysing and interpreting data obtained during client meetings
• Analysing client's existing products to determine whether they meet the client's current objectives
• Fund performance comparisons
• Preparing product comparisons and analysing comparison illustrations
• Preparing cashflow plans using Voyant Software
• Preparing draft recommendation reports in line with the Company's compliance procedures
• Analysing client's asset allocations and providing recommendations for rebalancing where necessary
• Completing the FCA pension switching and replacement product templates
• Maintaining client files in line with company standards
• Building and maintaining client relationships through face to face and written/telephone communication

To find out more about this opportunity please contact Paula Thornbury

Thornbury Recruitment is a recruitment agency that specialises in the wealth management sector. Thornbury Recruitment operates as an Employment Agency in providing permanent job seeking services.