Paraplanner

6-month Fixed Term Contract

Mon-Fri 8.30am-5.00pm/8.00am-4.30pm

Salary�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