Paraplanner

30 Days Old

Kind Consultancy is working with a fast growing, national Financial Adviser organisation which is currently seeking a Paraplanner to join them in a full-time, permanent role paying £40,000 to £45,000 based on experience. The role is based in their Berkshire offices, with a hybrid work model requiring 2 in-office days per week. Key responsibilities of the Paraplanner role will include: Accurately preparing suitability reports and letters to target deadlines Undertaking comparative research in preparation of client recommendations Completing technical research as part of the existing arrangement review process Ensuring all client work is compliant and supported with relevant paperwork Performing tax planning analysis Producing and analysing cashflow modelling Understanding clients overall financial position from Independent Financial Adviser (IFA) fact-finds Discussing client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the required suitability checks Ensuring all client queries are appropriately investigated and accurate responses given Conducting annual reviews in line with service level agreements. Delivering good client outcomes, comply with the relevant compliance, terms and conditions, and financial crime procedures (anti-money laundering, data security, anti-bribery, fraud, and corruption...
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Location:
Bracknell
Salary:
£45,000
Job Type:
FullTime
Category:
Accounting & Finance

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