Paraplanner

Experienced Paraplanner needed for financial planning within the VET industry. The employee’s wellbeing and personal/career development is of paramount importance. This is a challenging and rewarding role where attention to detail and credibility are key.

  • This is a full-time permanent position – working hours of 9-5
  • Fantastic benefits including 25 days’ holiday and 5 days sick after probation
  • Employee pension scheme
  • Free parking
  • Bonus based on performance

Main Duties of the Paraplanner include:

  • You must have a level 4 diploma or the equivalent in experience
  • Prepare and maintain client files, compile a financial plan, compliance paperwork, client risk, client objectives, compile cash flow forecasts
  • Build cash flow models, guarantee cash flow modeling is correct, understand data from the planner and create developments using the cash flow modeling tool
  • Prepare Recommendationsidentify areas for planning, research independently and with the financial planner, prepare information for analysis for planner, liaise with clients, prepare draft recommendations
  • Oversee implementation of recommendationsoversee the completion of applicationensure compliance paperwork, and oversee changes to clients
  • Prepare client reviewsdeal with queries, build strong relationships, attend client meetings, update cash flow model for review

To be considered for the role of Paraplanner you will have:

  • RDR qualifications desirable
  • Consent to any background screen for the role
  • Minimum 3 years’ experience working within a financial planning company
  • Certificate of Financial Planning or the equivalent
  • Strong IT skills, word and spreadsheet knowledge
  • Report writing understanding

Please contact us ASAP if you have the skills required for this position

We would like to thank you for taking the time to apply for this vacancy. If you are not selected for this particular position, your CV will be kept on file and you may be contacted for other suitable roles in the future. All our vacancies are listed at www.kateandco.com

 

Submit Your Application

Please Note: All fields marked with * are required. If you would like to apply for this position but are unable to complete a required field for any reason, please call us on 0121 705 0077.

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