About the Role
Paraplanner - East Lancashire £30000 - £50000
Great opportunity for an experienced paraplanner who is keen to join a Large Independant firm working on complax highly complex work . You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports.
Core Responsibilities
* You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients.
* You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings.
* You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals.
This is a great opportunity in a well respected firm working with high net worth clients.
By proceeding with this appl...
Great opportunity for an experienced paraplanner who is keen to join a Large Independant firm working on complax highly complex work . You will supports Financial Advisers by conducting product research, analyzing financial data, and preparing compliant suitability reports.
Core Responsibilities
* You will be responsible for technical research: Analyse investment funds, pensions, and insurance products to identify the best solutions for clients.
* You will be responsible for report writing: Drafting detailed, regulatory-compliant suitability letters and reports that advisers use for client meetings.
* You will be responsible for Cash Flow Modeling: Building and updating mathematical models to forecast a client's future financial trajectory and help meet long-term goals.
This is a great opportunity in a well respected firm working with high net worth clients.
By proceeding with this appl...
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