Paraplanner

p This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm. /p p You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners. /p p As a Paraplanner, you will be focused on providing technical support including: /p ul li Preparing and writing suitability letters and reports /li li Conducting research and analysis into financial solutions for clients including income planning, IHT and tax calculations, trust solutions and cashflow planning /li li Managing platform process including onboarding, planning completion and set up /li li Managing project work which may include seamless transition for acquired client banks /li li Liaising with Advisers and their clients /li li Preparing letters based on the Advisers recommendations /li /ul p Individuals holding Chartered status would be Senior Paraplanners who also undertake the following: /p ul li Act as a lead technician for the Paraplanner team, providing support and proactive updates on industry changes, training and mentoring to others in the support team /li li Assist the team leader with workflow management and promotional material technical sign off /li li Helping the team with keeping templates up to date with changes in FCA requirements /li /ul p Paraplanner Requirements /p ul li You must be Level 4 Diploma qualified in Financial Planning or equivalent /li li Individuals holding Chartered status would also be desirable /li li You should be a current Paraplanner with experience of research, analysis and report writing /li li You should have excellent communication skills /li /ul p The Company /p p Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing. /p p Paraplanner Benefits /p ul li Salary of up to £45,000 for Diploma qualified Paraplanners /li li Salary of up to £60,000 for Chartered Paraplanners /li li Plus company benefits available immediately include group life cover, group income protection /li li Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you /li li Hybrid based role with up to 2 days from home (may require additional days in the office during probation period) /li li Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch /li li 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 days birthday leave and 1 day for charity / community work each year /li /ul p Location /p p North Somerset /p br p JBRP1_UKTJ /p