This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you’ll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step.
In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients.
Your responsibilities will include:
* Preparing accurate and compliant suitability reports
* Undertaking detailed product research and financial analysis
* Supporting Advisers with client review packs and case preparation
* Managing post meeting actions, liaising with providers and obtaining outstanding information
* Ensuring files meet compliance and internal documentation standards
This role will appeal to someone who enjoys variety, takes ownership of their work and wants to progress. Full exam funding and study leave are available for individuals wishing to work towards their Diploma or beyond.
Paraplanner Requirements
* Essential: Experience as a Paraplanner or Senior IFA Administrator
* Essential: Strong pensions and investments knowledge
* Essential: Experience writing suitability reports
* Desirable: Level 4 Diploma in Regulated Financial Planning (or working towards it)
* Desirable: Experience using financial planning software or cashflow tools
The Company
A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly.
Paraplanner Benefits
* Salary typically in the region of £40,000 – £45,000 depending on experience
* Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan
* Free car parking available on site
* Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status
* Office-based with some flexibility depending on experience
* Supportive working environment with long term progression opportunities
Location
Ideal for candidates within commuting distance of Meriden.
If you feel this Paraplanner job may be the right next step in your career, click Apply.
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Salary description
£40000.00 - £45000.00 per year