Paraplanner

We are currently working with a wealth management firm to assist in their recruitment for a Paraplanner. The successful candidate will be reporting into the Managing Director and will work within a small and collaborative team. You will pay a pivotal role in providing comprehensive financial planning and assistance to high-net worth clients and will work closely with financial advisers to prepare detailed plans, conduct research and analyse complex financial scenarios.

• £40,000 – £50,000
• 25 days annual leave plus 8 bank holidays
• Pension
• Death in service x 3
• Sick pay (after probation) 20 days rolling year
• On-site parking
• Please note that this is an office-based role

Duties and responsibilities:

• Complex suitability report writing including drawdown, tax free cash and inheritance tax advice
• Review / analyse investment portfolio / asset allocation / risk profile
• Working closely with the Managing Director for technical meeting preparation and fund analysis
• Developing and managing effective systems, processes, and procedures to continuously improve efficiency
• Technical support and assistance to Investment and mortgage administrators to ensure high accuracy
• Establish and maintain strong client relationship management
• Accurately and efficiently support the advisers to enable the achievement of targets

Skills and experience required:

• DipPFS qualified / studying / QBE
• Minimum of 3 years paraplanning experience in a similar environment
• Understanding of investments, pensions, protection planning inheritance tax from a wealth management background
• Understanding of IT systems with knowledge of Intelligent Office, Mortgage Brain, Dynamic Planner and Selectapension desirable
• Excellent interpersonal skills, working with positivity and a drive for results