Jobs, fresher vacancy - Paraplanner • UK

Company: Fram Search

UK

Fram are working with an independent directly authorised financial planning firm in North Yorkshire. They have a strong administration team who help advisors with suitability reports and research but feel they need a paraplanner to fill the knowledge gap within the team. Our client is looking for paraplanner, with a stable CV, ideally experience of intelligent Office but not essential, who is happy to work with two IFA’s with all areas of Paraplanning. The role is hybrid and would suit a paraplanner who wants to work with a strong IFA brand, with experienced advisors who deal with all areas of advice including cashflow modelling. The salary range is dependent on experience and qualifications so ideally level 4. Responsibilities will include: Working with advisor to collate advice for client Preparing for client meetings Produce financial planning and investment suitability letter across a range of areas - IHT, Pensions, Investment and Cashflow forecasting, Producing comprehensive and clear suitability letters for clients Act a point of contact to answer client questions Help with annual reviews Liaising with other technical staff in order to ensure a consistent client experience across the Group Using a wide range of software tools, research practices, and processes of analysis to create financial plans. An ideal candidate will have paraplanning experience and must be Level 4 with CII as a minimum, and if interested our client will help you work towards Chartered status. Ideally someone would have experience with Cash Flow modelling, investments, Pensions, VCT, and EIS, but not all essential. Have experience within an IFA although a restricted background will also be considered and experience of Intelliflo will be an advantage.