This Paraplanner job in Swansea, offering hybrid working provides opportunity to join a growing financial planning firm
As a Paraplanner, you will be providing full paraplanning support to their Financial Advisers, ensuring excellent client service and compliance are consistently delivered. Your responsibilities will include:
- Preparing and maintaining client files and client reviews
- Building cash flow models
- Undertaking research to identify appropriate financial planning solutions
- Preparing recommendations and suitability reports
- Identifying areas for further financial planning
- Liaising with the client's legal and tax advisors
- Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order
- Establishing and building strong relationships with clients
Paraplanner Requirements
- You should have experience as a Paraplanner
- You should have excellent suitability report writing skills
- Experience of using cash flow modelling would be preferable
- Individuals holding full Diploma or close to achieving this would be preferable
- You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
Paraplanner Benefits
- Salary of up to £40,000
- Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
- Excellent ongoing employee well being programmes
- Hybrid working with mixture of home and office working
Locations
Swansea
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