Paraplanner
North Somerset
Salary £35,000 - £45,0000 p.a., DoE plus benefits (up to £60,000p.a. if Chartered and a Senior Paraplanner)
WFH 2 days a week post probation period
We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking Paraplanner to join their busy team.
Role Overview
The role will include client risk assessments, research, analysis and product selection, within the remit of financial advisory services. For clients that have more complex planning needs, a holistic plan of ongoing solutions will need to be determined between yourself and the Adviser.
Specific Responsibilities
- Suitability letter and report-writing services in support of advisors;
- Planning work; income planning, IHT and tax calculations, Trust solutions, cashflow planning;
- Calculation work, including pension carry forward, Tapered Annual Allowance, IHT , CGT and income tax calculations, where relevant;
- Managing platform client process from onboarding via IO to create quote and report packs, through to plan completion, set up and confirmation of remuneration;
- Managing project work - e.g., transition reports for acquired client banks moving from existing investment structures/providers/platforms to preferred solutions;
- Managing time-driven task communications, e.g. ISA/pension top ups, CGT bed and ISA actions for platform clients, which will include client bank assessment for adviser, alongside drafting communication process and following through with relevant suitability letters, actions and completion of process;
- Expect to be dealing with clients regularly on email/phone calls, providing relevant support and guidance where required and referring to the adviser, when necessary,
About You
- PFS diploma qualified
- Significant Experience in a similar role within a financial planning business
- Excellent numeracy and literacy skills, GCSE grades A - C (or 4 - 9)
- Computer Skills - competent in the use of relevant packages including Word and Excel
- Excellent attention to detail, good organisation and time management skills
- A critical thinker and a good problem solver
- Good communication skills both face to face and over the phone
- An ability to work under own initiative and as a team player
- Understanding of the provision of advice to clients in a compliant manner
Salary & Benefits
- Competitive salary depending on experience
- Group Life cover
- Group Income Protection
- Simply Health cash pan
- Private Medical Insurance
- Workplace Pension
- Free Parking
- Cycle to Work scheme
- 25 days hol + BH + birthday off and 1 charity work day a year, increasing with service max 30