Experienced Paraplanner

TN United Kingdom; Chelmsford; On-site; GBP 35,000 - 50,000; Full time

Job summary

A vibrant IFA in Chelmsford is seeking a Technical Paraplanner to support Financial Planners and assist in preparing financial plans. This role offers the chance to work in an enterprising environment, contributing to client success and business growth.

Responsibilities

• Supporting Financial Planners in research and analysis.
• Preparing client financial plans and suitability reports.
• Ensuring compliance with regulatory standards.

Job description

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Technical Paraplanner Opportunity in Chelmsford

This forward-thinking and vibrant IFA, based in Chelmsford, is looking for a Technical Paraplanner to join their team. As a company, they offer ethical and honest solutions to help their clients achieve financial goals. With extensive experience built over many years, they have earned an enviable reputation in the marketplace.

If you are an experienced Paraplanner wishing to continue your career in an enterprising environment, then this could be the opportunity for you.

Key Responsibilities:

1. Supporting Financial Planners in research and analysis to meet client needs and objectives
2. Assisting in preparing client financial plans and suitability reports
3. Promoting the profile of the business within the profession and wider communities
4. Developing and maintaining internal relationships to help maintain business flow and meet targets
5. Preparing and compiling financial analysis data
6. Analyzing client data and preparing cash flow analyses
7. Compiling financial planning recommendations and suitability reports
8. Providing support for Financial Planners
9. Ensuring compliance with regulatory standards
10. Liaising with product providers and third parties
11. Assisting with client presentations and other activities as needed