We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Paraplanning team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
What you'll be doing:
- Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
- Produced technical documents for the advisers based on the research and requirements of the client
- Managing workflow and organisation of ongoing workload
- Adhering to FCA requirements and Compliance Policies
What you need to apply:
- Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.
- 3+ Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection.
- CII Level 4 - Diploma in Regulated Financial Planning
- Strong knowledge of Pension Transfers & DB Transfers
What's in it for you?
- A basic salary of up to £45,000 dependent on experience and qualifications
- Bonus scheme
- Flexible working structure with working from home and flexitime offered
- Social opportunities throughout the year
- Exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
- Generous annual leave allowance
What next?
Hit apply or contact Dan directly!