Paraplanner

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.

My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.

I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals.

The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients’ needs.

Key Responsibilities

Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.

Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT eva...