- Building cash flow models
- Prepare recommendations and suitability reports
- Undertake research to identify suitable solutions to meet the clients
- Prepare information/comparisons for analysis by Planner
- Establish and build strong relationships with clients
Paraplanner - Bromsgrove, United Kingdom - Recruit UK
Description
Job Title: Paraplanner
Industry: Financial Planning
Location: Bromsgrove - Predominantly remote
Salary: £30,000 - £40,000
Job Reference: 9000
Job Description:
Recruit UK is working on an excellent opportunity for a Paraplanner in the Midlands to join an Independent Financial Advice practice.
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring their services to the client and offering a range of solutions.
They are currently looking to bring on a Paraplanner to join their existing team in their office in Bromsgrove due to continued success and growth. This is an excellent opportunity and new challenge for an experienced paraplanner, to join a leading financial planning firm. This role is predominantly from home, but you will be expected to attend the office for 121s and team meetings.
Duties as a paraplanner will involve, but not be limited to:
What's in it for you?