Technical Paraplanner route to Financial Adviser Basildon Circa and;50,000 Wealth Manageme
Are you an experienced Technical Paraplanner looking for a role where your technical expertise is genuinely valued? An established and growing wealth management business, with offices conveniently located for candidates across Basildon and surrounding Essex areas, is looking to appoint an experienced Technical Paraplanner to join its team. This is a fantastic opportunity for an experienced paraplanner who enjoys the technical side of financial planning, wants to work closely with experienced Advisers and is looking for a business where they can continue to develop their career. The Role Working alongside a team of Financial Advisers, you will provide high-quality technical paraplanning support across a varied range of financial planning cases. You will be involved in researching and analysing complex client circumstances, developing appropriate solutions and preparing high-quality suitability reports and recommendations. The role will cover a broad range of areas, including: Pensions and retirement planning Investments Trusts Whole-of-market research Tax-efficiency reviews Cash-flow forecasting Inheritance Tax calculations FE Analytics ONM Technical report writing Consumer Duty and its application to financial planning You will work across different Advisers and advice styles, so the ability to adapt, think independently and understand the rationale behind different recommendations will be important. What We''re Looking For We''re looking for an experienced Technical ..... full job details .....
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