Paraplanner

Paraplanner

St Albans, Herts.

To c £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