Paraplanner

An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.

As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.

This role offers benefits and a competitive salary depending on candidate experience.

You will be responsible for

Providing technical paraplanning support across a broad range of financial planning cases.
Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives.
Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
Producing cashflow models, financial reports and suitability documentation.
Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles.
Preparing client review packs, investment performance reports and supporting documentation.
Obtaining quotations, product information and research to compare suitable financial solutions.
Liaising with clients, providers and third parties to ensure cases progress efficiently.

What we are looking for

Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
Experience within pension transfers and knowledge of inheritance tax planning and investment products.
Strong understanding of current financial services legislation and regulatory requirements.
Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint

What's on offer

Competitive Salary
RO exam study support, including funded first exam attempt.
Care Cashback Plan (after successful completion of probation).
Work-from-home Fridays (subject to business needs).
Annual leave increasing with service (up to 25 days).
Long service recognition and additional leave
Three additional days off at Christmas.
Access to an on-site gym.
Company pension scheme.
Staff discount.
Birthday leave.

Apply today if you're looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career.

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Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003