Paraplanner

Overview: A well-established firm of Chartered Financial Planners is seeking a Senior Paraplanner to join their Adviser Support team. The firm, known for its organic growth and high professional standards, is located in a picturesque village offering a pleasant commute and attractive surroundings.

Role Description: The successful candidate will provide comprehensive paraplanning support, ensuring high accuracy and efficiency in financial advice. This office-based role includes:

Responsibilities:

• Supporting advisers with paraplanning and technical assistance
• Compiling recommendation paperwork and suitability reports
• Producing tax calculations (Inheritance Tax, Capital Gains Tax, etc.)
• Conducting preapproval file reviews for complex cases
• Preparing client valuations and sourcing investment information
• Maintaining client and research records in line with compliance policies
• Submitting new business applications, tracking progress, and ensuring accuracy
• Performing product research, analysis, and due diligence
• Liaising with clients, providers, and professional connections via phone and writing

Requirements:

• Previous experience as a Paraplanner in a financial planning practice
• Fully Diploma-qualified; Pension Transfer Specialist qualification (G60/AF3/AF7) preferred
• Strong IT skills, including proficiency with Office365 and financial planning software
• Attention to detail, excellent written English, and strong numerical skills
• Ability to multitask, prioritize, and solve problems independently

Benefits:

• Competitive salary with potential bonuses
• Non-contributory pension scheme (8% employer contribution)
• Group life cover, PHI, and 25 days holiday (plus Bank Holidays), with the option to purchase additional holiday