Job Description
Paraplanner - Horsham
We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial goals.
Key Responsibilities:
Collaborate with financial advisors to prepare detailed financial plans and investment reports.Collect and analyse client data including income, expenses, assets, liabilities, insurance, and investment holdings.Create retirement projections, cash flow models, and insurance analyses using financial planning software (e.g., Voyant)Conduct product and fund research to support investment recommendations.Ensure that all planning recommendations are compliant with regulatory and inte...