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Join a vibrant Paraplanning team at a national IFA
Are you a meticulous and dedicated Paraplanner looking for an opportunity to be part of a dynamic team? A rapidly expanding independent financial adviser services organisation, is on the lookout for someone like you!
The salary range is up to £48,000 + hybrid working, Bonus, Life Insurance, professional development and staff events.
this role is full time but they will consider someone part time
Overview of company:
- Fun & Friendly Culture: Enjoy a workplace that’s as enjoyable as it is professional.
- Flexibility: We value work-life balance and offer a flexible working environment.
- Team Spirit: Work with a team where everyone, regardless of their position, is approachable and supportive.
- Growth Opportunities: The more you invest in your role, the more rewarding your experience will be.
Your Role:
- Prepare accurate suitability reports and letters within set deadlines.
- Ensure all client work is compliant and well-documented.
- Conduct comparative and technical research for client recommendations.
- Engage in tax planning analysis and cashflow modelling.
- Gain a comprehensive understanding of clients’ financial positions.
- Collaborate with IFAs to discuss client objectives and gather necessary information.
- Respond to client queries with thorough investigations and accurate information.
- Perform annual reviews in accordance with service level agreements.
To be considered:
- Paraplanning experience required
- Level 4 Diploma
