Paraplanner UK

We’re Hiring: Para Planner – UK Locations : Chennai, Bangalore, Ahmedabad Are you passionate about financial planning and providing exceptional client support? We’re looking for a skilled Para Planner to join our team and play a pivotal role in delivering high-quality financial advisory services. Preparation of Financial Plans: a) Assist advisers in preparation of suitability reports and annual review letters for clients. b) Prepare reports and recommendations covering areas such as pensions, investments, tax planning, and protection. Client Support: c) Liaise with financial advisers to understand client objectives. d) Gather and analyze client data to ensure recommendations are well-informed. Research & Analysis: e) Conduct detailed investment and pension research to identify suitable financial products and solutions. f) Keep up to date with changes in financial products, legislation, and compliance requirements. Administrative Tasks: g) Data update & Document Management h) Preparation of Letters of Authority (LoAs) i) Managing provider correspondence Compliance: j) Ensure all recommendations comply with FCA regulations and company policies. k) Maintain accurate and up-to-date client files and records. Cashflow Modelling and financial projections l) Conduct cash flow analysis and review customers' finances annually Team Collaboration: m) Collaborate with advisers, administrators, and other paraplanners to ensure smooth client service delivery. n) Contribute to process improvements and best practices within the team.