Paraplanner

Appointed ltd

Posted 13 hours ago, valid for 18 days

Poole, Dorset BH15 3TE, England

Full Time

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Sonic Summary

A chartered wealth planning practice in Poole is seeking a Paraplanner to join their advisory team and provide high-quality support to advisers and clients.
The position offers a salary of up to £45,000, along with hybrid working options, financial rewards for new business referrals, and additional employee benefits.
Candidates should have over 2 years of paraplanning experience and a Diploma in Financial Planning, with a desire to achieve chartered status.
Key responsibilities include preparing reports, reviewing advice quality, and completing various tax computations related to client needs.
Interested applicants are encouraged to apply online for more information about the role.

Chartered wealth planning practice in the heart of Poole are recruiting for a Paraplanner to work within their advisory team to deliver high-quality paraplanning support to advisers, clients, and prospects.

As a package you will receive a basic salary of upto £45k starting, hybrid and flexible working partterns, financial rewards for introducing new business, employee events, flexible working after probation, death in service, pension 3%, a profit-related bonus scheme, career development, exam support and discounted financial advice.

Ideal candidates will have been paraplanning for over 2 years and hold the Diploma in Financial Planning as a minimum, you will desire to obtain chartered status. You will posses an excellent understanding of current Financial Services products and legislation and have worked with Intelligent Office.

Duties such as:

· Discuss clients’ objectives with adviser in order to prepare information/reports/comparisons for analysis

· Review quality of advice proposed by adviser

· Complete tax computations including Inheritance Tax and Capital Gains Tax using appropriate tools

· Complete other tax computations relating to Chargeable Gains on Investment Bonds using appropriate tools

· Analyse the potential implications for the withdrawal of Income from a Pension or exceeding the Annual Allowance of funding using appropriate tools

· Produce quality suitability reports and associated document enclosures, in preparation for client meetings in line with Company standards

· Attend and participate in client meetings as required by the Company

Please apply online for further information.

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