Paraplanner

Paraplanner

Rotherham - £depending on experience.

A leading Wealth Management firm located on the outskirts of Rotherham are looking to recruit an experienced individual into their growing paraplanning team. The team assists the financial planning team to develop comprehensive wealth management solutions for clients and work in a collaborative environment.

This is an excellent opportunity to join a company who will actively invest in your development, qualifications and overall career development. The company has an excellent reputation, a proven track record of training career minded individuals and a strong benefits package and working culture.

Specifics of the role include -

• Conduct a thorough review of clients' existing financial portfolios and produce detailed analysis for client reviews.
• Work collaboratively with financial advisors to produce reports, analysis and commentary to be presented to clients in an easy to understand format.
• Evaluate investment and tax strategies which will be suitable for client's requirements and financial goals.
• Prepare cashflow models and detailed analysis for client reviews.
• Ensure client records are updated, and all portfolio changes are correctly logged by the team.
• Develop your knowledge of product areas, industry trends and regulations so you can take on more complex work and advance your career.

This is a good career opportunity for someone who has worked in a similar role and has a sound understanding of investment, tax, inheritance and pension planning.

For more information, please contact Richard Garbett.