Job Information

Our clients advise companies, high net worth individuals and families to deliver ongoing wealth management and help meet specific financial goals and objectives for over 30 years.

Due to on going success require an additional qualified Paraplanner to join an existing team.

Fantastic opportunity to be part a very successful firm with on going development within your career.

Paraplanner:

To provide high quality financial planning support to Financial Advisers in accordance with FCA standards and Chartered Code of Ethics, representing the company in a professional manner with honesty and integrity at all times.

Primarily constructing both recommendations and technical reports (reasons why & suitability letters) and includes some researching and processing of the more technical matters through to implementation/dispatch.

Requirements:

The role requires the individual to be currently QCF Level 4 qualified in Personal Financial Planning with QCF Level 6 underway (support in achieving this level will be provided if required).

Comprehensive, holistic Financial Planning

Cash Flow Modelling at a detailed level

Investment planning, investment management and potentially investment consultancy

Pensions – pre, at and post retirement

Pension Switching and Pension Transfers

Estate and Succession Planning with familiarity of Inheritance Tax mitigation techniques

Tax-led investments, such as EIS, VCT and Business Relief and, potentially, Structured Capital at Risk Products (SCARPS)

Protection planning, including for businesses

Please apply on-line or contact Cameron James for full job details and company information