Paraplanner – Corsham
Salary
30K to 35K
Location
Corsham
Job Type
Full Time
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We are working with a successful IFA based on the outskirts of Corsham who are looking to take on an experienced Paraplanner to join their friendly support team. They focus on providing a bespoke and quality service to their HNW clients meaning this role will offer great variety on a daily basis.
To be considered for this role you will need to have previous experience as a paraplanner or have been giving Advice whilst having a range of technical knowledge.
Key duties will include:
- Undertaking research and analysis to identify suitable solutions to meet client needs
- Preparing draft recommendations
- Preparing suitability reports
- Preparing necessary application forms, illustrations and compliance documents
- Attending client meetings
- Preparing financial statements
- Preparing cash flow analysis