img
Permanent

Paraplanner

Oxfordshire
money-bag 40000.00-40000.00 Annual
3085438522
Posted 3 days ago

ParaplannerLocation: OxfordshireContract: Permanent Salary: £40,000 - £60,000 per annum Start Date: Flexible Contact: .ukJob DescriptionService Care Solutions are recruiting for an experienced Paraplanner to join a growing Independent Financial Advice firm.This is a pivotal role within the business, acting as the analytical backbone of the advice process. You will support IFAs by preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant, suitable, and tailored to client needs.The successful candidate will act as a quality controller within the firm and should feel confident challenging advisers where a more appropriate client solution may be available.Key Responsibilities Adviser Collaboration: Work closely with IFAs to understand client objectives and develop appropriate financial strategies.Research and Analysis: Conduct in-depth research on pensions, investments, protection products, and tax planning solutions.Cashflow Forecasting: Preparing cashflow forecasts to be used in meetings with clients.Suitability Reports: Draft comprehensive suitability reports and financial planning recommendations in line with FCA regulations.Provider Liaison: Communicate with product providers to gather illustrations, valuations, and technical data.Client File Preparation: Ensure all client documentation is complete, accurate, and compliant with internal and regulatory standards. This will include ensuring all new ..... full job details .....

Other jobs of interest...

Rayment Recruitment
LondonYesterday
money-bag45000.00-45000.00 Annual
Rayment Recruitment
SawbridgeworthYesterday
money-bag55000.00-55000.00 Annual
BWD Search & Selection
HertfordshireYesterday
money-bag10000-500000 Annual
Financial Divisions
St. AlbansYesterday
money-bag45000.00-45000.00 Annual
Financial Divisions
Hemel HempsteadYesterday
money-bag50000.00-50000.00 Annual
Recruit UK
LondonYesterday
money-bag65000.00-65000.00 Annual
Financial Divisions
High WycombeYesterday
money-bag50000.00-50000.00 Annual
Finlink Ltd
HertfordshireYesterday
money-bag35000.00-35000.00 Annual
TEMPLEGATE RECRUITMENT LIMITED
RayleighYesterday
money-bag45000.00-45000.00 Annual
TEMPLEGATE RECRUITMENT LIMITED
LondonYesterday
money-bag55000.00-55000.00 Annual
TEMPLEGATE RECRUITMENT
Rayleigh
money-bag40000.00-40000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!