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Paraplanner

Clever-HR
Job LocationFlax Bourton
EducationNot Mentioned
Salary£24,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

We are delighted to represent this independently owned Chartered firm of Financial Planners who are seeking a paraplanner to join their busy team.Job RoleWorking in collaboration with the Financial Planners, Advisers and other colleagues, the key focus of the role is to provide technical support and report writing services for planning and advisory client workKey ResponsibilitiesThe role will include client risk assessments, research, analysis and product selection.For clients that have more complex planning needs, a holistic plan of ongoing solutions will need to be determined between yourself and the Adviser.

  • 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 our preferred solutions; this work will include report processing, document creation and managing the transition set up and completion of process to conclusion;
  • 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;
    • About You and Your Key Skills
  • Excellent attention to detail, good organisational 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
  • Detailed knowledge and understanding of a firm’s record keeping requirements
  • Understanding of the provision of advice to clients in a compliant manner
  • Have excellent technical knowledge across pensions, investments, tax and trusts
    • Qualifications & Experience
  • At least 2 years paraplanning experience
  • Hold the Level 4 Diploma in Financial Planning
    • Salary & Benefits
  • Competitive salary depending on experience
  • Group Life cover
  • Group Income Protection
  • Simply Health cash pan
  • Private Medical Insurance
  • Workplace Pension
  • Free Parking
    • Required skills
  • Paraplanning
  • Report Writing
  • Research
  • Document Creation

    • Keyskills :
    Paraplanning Rept Writing Research Document Creation

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