Paraplanner

WEALTHLINK RECRUITMENT LTD

Posted 12 days ago, valid for 4 days

Cheltenham, Gloucestershire GL544NB, England

Full Time

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Sonic Summary

The position of Paraplanner is available at a Boutique IFA located in Cheltenham, offering a salary between £60,000 and £65,000.
Candidates are expected to have experience in preparing documentation for client meetings and producing suitability reports.
The role involves working with high-net-worth clients and requires knowledge in complex tax and trust planning.
Key responsibilities include attending client meetings, producing full planning reports, and liaising with the investment team.
This full-time, permanent position also comes with an annual Christmas bonus, 25 days of annual leave, and study support.

Paraplanner

Location: Cheltenham

Salary: £60,000 - £65,000

Duration: Full time, Permanent

We are working with a Boutique IFA based in Cheltenham who are looking to bring on an experienced Paraplanner. The firm specialises in working with HNW clients from a range of backgrounds.

Due to the nature of the clients you will be involved in a wide range of cases including complex tax and trust planning. You will also regularly be involved in client meetings.

Key duties of the Paraplanner

Preparing documentation for client review meetings
Attending and minuting client and prospect meetings
Production of Suitability Reports for existing clients covering for example, pension draw and contributions, pension transfers, fund switches, bond assignments and surrenders. There is also occasionally a need to recommend protection products.
Producing full planning reports for new clients. Investment strategy and risk approach is arrived at through the use of our proprietary investment modelling which shows outcomes as real (after inflation) annual spending amounts within a range. Altering the risk approach, changes the range of outcomes.
Liaising with our Investment Team to communicate changes to client plans which impact on the investment strategy.

What’s on Offer?

Salary of up to £65,000
Annual Christmas bonus
25 days annual leave + bank holidays,
Study support
Strong benefits package

What’s Next?

If you are interested in the Paraplanner position then please submit your CV and if you meet the requirements one of our consultants will be in touch within 24 hours!

Paraplanner, IFA, Report writing, Research & Analysis, Financial Planning, Wealth Manage, Financial Services

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