This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning
You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.
As a Paraplanner, you will be focused on providing technical support including:
- Preparing and writing suitability letters and reports
- Conducting research and analysis into financial solutions for clients including income planning, IHT and tax calculations, trust solutions and cashflow planning
- Managing platform process including onboarding, planning completion and set up
- Managing project work which may include seamless transition for acquired client banks
- Liaising with Advisers and their clients
- Preparing letters based on the Adviser's recommendations
Individuals holding Chartered status would be Senior Paraplanners who also undertake the following:
- Act as a lead technician for the Paraplanner team, providing support and proactive updates on industry changes, training and mentoring to others in the support team
- Assist the team leader with workflow management and promotional material technical sign off
- Helping the team with keeping templates up to date with changes in FCA requirements
Paraplanner Requirements
- You must be Level 4 Diploma qualified in Financial Planning or equivalent
- Individuals holding Chartered status would also be desirable
- You should be a current Paraplanner with experience of research, analysis and report writing
- You should have excellent communication skills
The Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing.
Paraplanner Benefits
- Salary of up to £45,000 for Diploma qualified Paraplanners
- Salary of up to £60,000 for Chartered Paraplanners
- Plus company benefits available immediately include group life cover, group income protection
- Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you
- Hybrid based role with up to 2 days from home (may require additional days in the office during probation period)
- Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
- 25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 day's birthday leave and 1 day for charity / community work each year
Location
North Somerset
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