Paraplanner - Norfolk
Paraplanner Role at a Leading Financial Services Firm
Join a top-tier financial firm renowned for serving over 1000 clients, including families, pension funds, trusts, and charities.
Why Join?
Be part of a team that values relationships, transparency, and trust. Over 50 years of collective industry expertise and immerse yourself in a comprehensive financial planning environment.
Key Responsibilities
- Analysis: Conduct client needs assessments, develop cash flow models, and record data.
- Solutions: Design financial plans covering investment, retirement, tax, and more.
- Recommendations: Prepare reports, manage client files, and coordinate advice.
- Reviews: Update models and conduct performance reviews.
- Client Relationships: Address client needs via phone, email, and meetings.
- Coordination: Work with the Financial Planning team to prepare applications and forms.
- Partners: Collaborate with solicitors and accountants for action plans.
Requirements
- Chartered Financial Planner status preferred or a willingness to obtain it.
- Minimum Diploma in Financial Planning.
- At least four years of industry experience.
- Strong administrative, research, and communication skills.
Benefits
Competitive salary (salary will reflect experience and qualifications, neg) , PMI. Pension, 25 Days Holiday + BH, Hybrid, Discretionary bonus, EA, Flex bens.
Be part of a team where your skills and dedication are valued and rewarded.