Bruin
Paraplanner
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I am partnering with an award-winning IFA practice based in Manchester City Centre who are looking for a Diploma Qualified Paraplanner to join their team.
You will be responsible for delivering complex financial planning support to HNW clients and their adviser. Daily duties will include;
- Discuss and establish client objectives with the financial adviser.
- Analyse client fact-finds to identify needs, priorities and potential solutions.
- Conduct research on financial products, providers and market trends.
- Perform cashflow modelling and scenario analysis.
- Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
- Attend client meetings when required to support technical discussions.
- Assist in preparing review packs and client documentation.
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To apply for this role you must have previous Paraplanning experience and hold the Level 4 Diploma in Regulated Financial Planning as well as having excellent analytical and report-writing skills.
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If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
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