Technical Paraplanner: Elevate Wealth Planning Strategy

Financial Divisions; Billericay; On-site; GBP 42,000 - 62,000; Full time

Job summary

Financial Divisions is seeking an experienced Technical Paraplanner to join its wealth management team in the Basildon/Essex area.

Working with Financial Advisers, you will deliver high-quality technical paraplanning support across pensions, investments, trusts and cash-flow forecasting, including FE Analytics and ONM analysis, and prepare robust suitability reports and recommendations for complex client circumstances.

Qualifications

• Strong technical paraplanning experience.
• Whole-of-market research experience.
• Good knowledge of pensions, investments and trusts.

Responsibilities

• Provide high-quality technical paraplanning support across a varied range of financial planning cases.
• Research and analyse complex client circumstances, developing solutions and preparing suitability reports and recommendations.
• Work across different Advisers and advice styles, adapting to different requirements.

Skills

Technical paraplanning

Cash-flow modelling

Market research

Report writing

Paraplanning knowledge

Tools

FE Analytics

ONM

Job description

Financial Divisions is seeking an experienced Technical Paraplanner to join its wealth management team in the Basildon/Essex area.

Working with Financial Advisers, you will deliver high-quality technical paraplanning support across pensions, investments, trusts and cash-flow forecasting, including FE Analytics and ONM analysis, and prepare robust suitability reports and recommendations for complex client circumstances.