Paraplanner

A small, well-established Independent Financial Adviser (IFA) business seeking a dedicated Paraplanner to join their team. This is a fantastic opportunity to play a key role in a firm that values expertise and professionalism.

Salary: £34,000 - £42,000 per annum (depending on experience and qualifications)

Hybrid working is on offer with 2 days in the office with opportunity as you progress in the role to work more days at home. 

Main Duties:

• Client Data Management: Inputting and maintaining client data using our back-office system.
• Client Review Reports: Preparing comprehensive review reports, compiling various documents including valuations, for client meetings.
• Administrative Support: Sending off Letters of Authority and requesting existing plan details from providers.
• Product Research: Conducting detailed product research using a range of industry software for investments, pensions, mortgages, and protection products.
• Compliance: Producing compliant suitability reports and illustrations.
• Application Processing: Preparing and processing applications.
• Meeting Coordination: Arranging and scheduling client meetings.
• Industry Knowledge: Maintaining up-to-date product and general industry knowledge.
• Communication Records: Recording client communications accurately.
• Tax Calculations: Completing tax calculations where necessary.

Requirements:

• Experience: Previous experience in IFA Paraplanning.
• Technical Skills: Proficient with Microsoft Office Suite – Outlook, Word, and Excel.
• Attention to Detail: Exceptional attention to detail.
• Preferred Skills: Experience with Intelliflo, Cashcalc, and FE Analytics is highly desirable.

Benefits:

• Competitive Salary: £34,000 - £42,000 per annum, depending on experience and qualifications.
• Flexible Working: Opportunity for a hybrid working arrangement.
• Pension Scheme: Company pension plan.
• Convenience: Free on-site parking.

Why Join Us? Become an integral part of a stable and supportive team in a reputable IFA business. Enjoy the benefits of a competitive salary, a flexible working environment, and the opportunity to develop your career within a firm that values your expertise.