Overview

Location: Wolverhampton

Salary: £25,000 – £30,000 Dependent on your experience

Are you ready to challenge yourself and obtain an opportunity to advance your professional status and qualifications to bring you closer to a lucrative new position? If so, this could be your perfect position.

Our client is currently looking for a Junior Paraplanner to join their young and driven team. Offering full exam support with clear progression.

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

General responsibilities:

  • Preparing for and attending all client meetings wherever possible, taking detailed written notes and following up on any technical points after the meeting.

 

  • Gathering and analysing comprehensive, detailed information from clients, their professional advisers and others.

 

  • Producing comprehensive and clear suitability letters for clients

 

  • Preparing a series of lifetime cashflow models relevant to each client’s circumstances, objectives and possible financial outcomes.

 

  • Constructing and producing a financial plan to address each client’s lifetime objectives in the context of these cashflow models, generally comprising (but not limited to) contingency planning, legacy/succession planning, asset allocation/wealth management and tax planning

 

  • Carrying out regular reviews of clients’ financial plans, circumstances and objectives

 

  • Dealing with complex and technical client queries as and when they arise
  • Interpreting new technical information, legislative and regulatory changes from various in-house and external sources and ensuring the team remains compliant with FCA and internal compliance procedures.

 

  • Being willing and able to work to pressing deadlines, sometimes involving a level of time commitment beyond standard working hours.

 

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.