Paraplanner

We are working with a reputable and well-established Independ Financial Planning firm, and they are looking for an experienced Paraplanner to join the team.

This is a hybrid role - 3 days in the office and 2 days from home.

The role would be ideal for an experienced Level 4 Diploma Qualified Paraplanner looking to join a long-standing and stable team that offers excellent scope for development and long-term progression opportunities.

Working as part of a busy team, the role will provide support for one Financial Planner and will ensure the smooth running of the team and provide a comprehensive service to their clients. Key duties and responsibilities will include;

• Liaising with clients as required by the Financial Planner.


• Assisting with enquiries in a timely manner and in adherence to our TCF requirements


• Obtaining and analysing technical information from providers


• Conducting technical research and interpreting the results


• Creating accurate cash flow planning analysis in line with client objectives


• Preparation of suitability reports ensuring a high level of accuracy and care, and a high degree of technical knowledge is necessary.


• Processing new business and monitor through to completion.


• Assist with administration for the team as needed.


• Keeping up to date with all relevant product, legislative and technical changes

For this role candidates will need to have proven Paraplanning experience and ideally hold full Level 4 Diploma in Regulated Financial Planning (although candidates with strong experience will also be considered if they are nearly qualified).

Candidates will need to have excellent technical knowledge across a range of areas, be organized, work well under pressure, and have strong communication skills both verbally and written.

In return candidates will be offered a comprehensive package including hybrid working, 26 days holiday plus stats, company bonus scheme (10%), enhanced pension contributions, well-being program, free parking, and further study support.

This is a fantastic opportunity to join a well-established and reputable business and work as part of a dedicated and client-focused team, in which hard work and commitment is recognised.

This is an Immediate need, so please apply online and a consultant from Cameron James will be in touch ASAP.