Paraplanner

Description:

Mon-Fri 8.30am-5.00pm/8.00am-4.30pm
Up to £40k DOE
Hybrid working available

Are you a Paraplanner with a passion for client service and a desire to contribute to a growing firm?

You will play a vital role in supporting a Financial Adviser that takes an holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.

An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.

Role of Paraplanner:

* As a Paraplanner you will be dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, IHT Income and other more complex products

* Interpreting data, obtaining information, quotes, analysing products, managing all documents required for various industry regulations

* Responsible utilising various platforms to research, collate data, scenario planning etc to produce detailed case reports, research, creating illustrations and preparing valuations ready for client meetings

* Applications to Financial Institutions

* Stay up to date with industry regulations and compliance requirements.

* Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch

Candidate Experience:

* Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar

* Proven background in Paraplanning is essential

* Excellent communication skills

* Strong numeric & analytical skills

* Strong team player

* Work well under pressure to meet deadlines

* Strong work ethic

* Tech Savvy

Benefits:

* Company pension

* 28 days holiday inc bank holidays

* Birthday off

* Free parking

* Company events

* Healthcare after probation

* Training and qualification opportunities