Paraplanner - Wiltshire

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• Hybrid
• Level 4
• IO experience

Fram are working with a chartered financial planning firm with offices across the UK. Due to movement within their office, they are seeking a new level 4 paraplanner. Our client is looking for someone with paraplanning experience, who is happy to support a high performing advisor on a 121 bases. This opportunity would suit an experienced paraplanner who wants to work with a strong IFA brand, with an experience advisor who, client have circa £1m of investable wealth, and deals with all areas of advice including cashflow modelling. The role is hybrid 2 days a week in office.

Responsibilities will include :

• Working with advisor to collate advice for client
• Preparing for client meetings
• Attending client meeting if required
• Produce financial planning and investment suitability letter across a range of areas – IHT, Cashflow forecasting, VCT, EIS etc
• Producing comprehensive and clear suitability letters for clients.
• Act a point of contact to answer client questions
• Assist with the development of FP review
• Liaising with other technical staff in order to ensure a consistent client experience across the Group.
• Using a wide range of software tools, research practices and processes of analysis to create financial plans.

An ideal candidate will have paraplanning experience and must be level 4 with CII or CISI as a minimum, and if interested our client will help you work towards Chartered status. Ideally someone would have experience with Cash flow modelling, investments, Pensions, VCT, and EIS, but not all essential. Have experience within an IFA all though a restricted background will also be considered, and experience of Intelliflo ( IO) will be an advantage.