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Paraplanner
- Location: Hybrid working
- Job Type: Full-time, Permanent
- Salary: £33,000 - £50,000
Join one of the UK's leading independent financial advisory and wealth management firms as a Paraplanner. This role offers a dynamic work environment where you will be integral in delivering high-quality financial planning support.
Day-to-day of the role:
- Conduct comprehensive financial research within set Service Level Agreements (SLAs) on products and investments using company-approved research tools.
- Prepare and deliver bespoke investment reports to clients by analysing existing investment portfolios and comparing them against suitable benchmarks.
- Interpret complex plan information to complete transfer analysis and prepare complex financial planning reports in multiple areas.
- Research and review new and existing legislation and technical/product information to support your role.
- Engage in firm research projects, ensuring adherence to deadlines.
Required Skills & Qualifications:
- Diploma in Financial Planning.
- Demonstrated knowledge, interest, and experience in personal financial planning and the construction of financial planning research and suitability reports.
- Experience in an IFA environment with a track record of quality communication and constructive feedback.
- High standard of written and numerical skills.
- Strong report-writing skills with a high level of accuracy and attention to detail.
- Proficiency in Microsoft Office.
Key Risk Responsibilities:
- Ensure completion of assigned tasks with adherence to SLAs.
- Deliver accurate and thorough research, calculations, New Business Investment Reports, and Financial Planning Reports (FPRs) to advisers.
- Contribute to the technical and regulatory development of advisers and/or staff on specific cases.
- Assist in the development of Trainee Advice Technicians through technical and regulatory guidance.
Benefits:
- Salary - £33,000 - £50,000
- Flexible working options and competitive holiday allowance with annual buy & sell scheme options. Enjoy your birthday off and additional holidays for long service.
- Social perks including annual Christmas and Summer parties.
- Contributory pension scheme
- Death-in-service benefit.
- Discretionary annual bonus following completion of a year’s service.
- Health and wellbeing support through the MediCash app, including cashback on health and wellbeing initiatives and discounted health club memberships.
- Professional development opportunities with tailored learning and development programmes.
- Shopping discounts and cashback on everyday purchases from a variety of retailers, plus access to free online training courses.
To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
