Lynn Recruitment

Para Planner

  • Full-Time Permanent

Working closely with our well established Financial/Wealth Management Client we are recruiting for a seasoned Para Planner with immediate effect.

Key responsibilities:

  • Prepare and maintain client files
  • Confirm risk profiles and clients objectives
  • Identify information Compile cash flow analysis Organise recommendations
  • Identify areas for planning
  • Carry out research to find solutions
  • Consider asset allocations and investment strategies
  • Prepare recommendation reports
  • Implement recommendations
  • Prepare suitability letters
  • Complete application forms
  • Ensure all compliance paperwork is in order and implement plans
  • Review client files, portfolios, products and processes
  • Attend and organise meetings
  • Review portfolios and  initiate review meetings
  • Construction of financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
  • Work closely  with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process
  • Work closely with other professional advisers eg. solicitors and accountants to implement an agreed action plan

Essential Criteria:

  • Chartered Financial Planner status (preferred)
  • A minimum of a Diploma in Financial Planning 
  • A minimum of 4 years industry experience 
  • Excellent administrative, research, report writing and communication skills 
  • Excellent analytical skills with a preference for working in a structured, planned manner

Please email your C.V. to if you are interested in this position

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