A large Boutique Accountancy and Financial Planning firm has an exciting opportunity for a Paraplanner to join their successful and energetic team. They have recently acquired a financial planning book and are growing which is why they need an additional Paraplanner.
Responsibilities;
- Prepare tailored statements of advice and recommendations of advice
- Liaise and work together with outsourced and internal Paraplanners to ensure SOAs are produced efficiently
- Ensure industry compliance standards are adhered to
- Identify system improvements and efficiency
- Assess strategies, preparing and conducting financial modelling
- RG146 qualified
- Xplan experience preferred
- Solid paraplanning experience- minimum 4-5 years
- Ability to identify strategic solutions for a range of client needs
- Must enjoy working as part of a team but also be able to work autonomously as needed
- Excellent attention to detail and understanding of processes
- Exposure to technical Paraplanning - not just editing standard templates
- Worked with HNW clients
- Join a young and ambitious team
- Enjoy the benefits of a larger business and professional environment whilst still being part of a smaller, collaborative team
- Join a growing practice