Job Description

The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firms Financial Planners. There position would suit someone enjoys the more analytical side of paraplanning as there is an experienced administrative team who will also take care of some of the back office work for you.

Due to it being fast paced in a growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment.

Required Knowledge, Skills, and Abilities

• Experience working within a Financial Planning or Wealth Management Firm is essential.
• An understanding of paraplanning with knowledge around Suitability report writing is desirable.
• Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous.
• Personable professional who is comfortable dealing with clients both written and verbally.
• A good understanding and knowledge around pensions and investments