This is a great opportunity to join a well respected, independent and award winning Wealth Management Organisation, where you will join a friendly team, and have the opportunity to develop a worthwhile career.

The Role

The role of the Paraplanner is to support the Financial Planners and Advisers when informing and advising Clients on financial strategies, plans and products.

Key Contributions and Outputs

Supporting the Financial Planners and Advisers in research and analysis to meet Client needs and objectives Supporting the Financial Planners and Advisers in preparing Client financial plans and suitability reports Developing and maintaining internal relationships to help maintain business flow and meet agreed targets Promoting the profile of the business within the profession and wider communities Continuous professional development to meet regulatory requirements and personal development needs Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.

The role holder is responsible for:

The technical aspects of preparing for Client meetings, including: Preparing and compiling financial analysis data

Analysing Client data and preparing cash flow analyses

Researching products to support recommendations

Compiling financial planning recommendations and suitability reports

Providing support for the Financial Planners and Advisers

Ensuring that all regulatory and compliance standards are met

Liaising with product providers and other relevant third parties

Ensuring that all Client requirements are followed through to the appropriate conclusion

Managing, recording and monitoring Client annual reviews on behalf of the Financial Planners and Advisers

Assisting the Financial Planners and Advisers with Client presentations and any other activities as agreed Individual workflow and task delivery Assisting the Head of Research with annual technical reviews of services and products. The role holder will keep up to date with legislative and industry changes which affect the business and its Clients.

This is a great opportunity to join a well respected, independent and award winning Wealth Management Organisation, where you will join a friendly team, and have the opportunity to develop a worthwhile career.