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Permanent

Paraplanner

Northamptonshire
money-bag 40000.00-40000.00 Annual
3078467162
Posted Today

Paraplanner Location: Oxfordshire Contract: Permanent Salary: 40,000 - 60,000 per annum Start Date: Flexible Contact: (url removed) Job Description Service 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 ResponsibilitiesAdviser 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 ..... full job details .....

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