Paraplanner
ParaplannerLocation: Sutton Coldfield (Office Based)Job Type: Full-Time, PermanentHours: Monday to Thursday 8:30am to 5:00pm, Friday 9:00am to 1:00pmSalary: From £35,000 per annum, depending on experience and qualificationsThe OpportunityAn established and growing Independent Financial Planning firm is seeking a Paraplanner to join its experienced and supportive team. This is an excellent opportunity for an individual with experience within an IFA or Financial Planning environment who is looking to further develop their technical expertise and progress their career within a professional and client-focused business.The firm is keen to speak with experienced Paraplanners, but would also welcome applications from individuals with some paraplanning exposure who are actively working towards their Level 4 Diploma in Regulated Financial Planning and looking to take the next step in their career.The successful candidate will provide technical support to Financial Advisers, undertake research and analysis, and assist in delivering high-quality financial planning solutions whilst ensuring regulatory and compliance standards are maintained.Key ResponsibilitiesProvide technical support to Financial AdvisersPrepare suitability reports and client recommendation letters, ensuring accuracy and compliance.Gather, verify and analyse client information, including fact finds, policy information, valuations and cashflow modelling data.Calculate Capital Gains Tax (CGT) liabilities, taking into ..... full job details .....
Other jobs of interest...
Perform a fresh search...
-
Create your ideal job search criteria by
completing our quick and simple form and
receive daily job alerts tailored to you!