Paraplanner
Up to £50,000
Gloucester - Hybrid
The paraplanner supports financial planners and advisors by conducting research, preparing financial plans, and managing client relationships. This role involves detailed analysis, data gathering, and the creation of comprehensive financial reports. The paraplanner ensures that all financial planning activities comply with regulatory standards and company policies.
Key Responsibilities:
- Assist financial planners in preparing for client meetings.
- Manage client communications and maintain up-to-date records of client interactions.
- Handle client inquiries and provide timely responses.
- Gather and analyze financial data from clients, including income, expenses, investments, and debts.
Conduct thorough research on investment options, insurance products, and tax implications.
- Utilize financial planning software to create models and projections.
- Stay updated with the latest financial planning tools and technologies.