Paraplanner

Posted 14 June by GCB Recruitment

Register and upload your CV to apply with just one click

Join our client's dynamic team as an experienced Paraplanner in Bicester on a hybrid basis!

Our client, a prestigious independent Financial Advisory firm with a nationwide clientele, is looking for a passionate Paraplanner to enhance their team. Renowned for their outstanding advisors and exceptional company culture, they offer a hybrid work model, attractive bonuses, and a supportive environment.

If you hold at least RO1 and RO2 qualifications and are eager to contribute to a thriving financial advisory firm, this is for you!

The successful Paraplanner will be offered:

  • Basic Salary between £35,000 - £40,000
  • Hybrid work model
  • Exam plan funded for
  • Excellent company culture
  • Great Progression Opportunities

To be considered for the Paraplanner role you must have:

  • Previous experience working within an IFA practice
  • RO1 and RO2 qualifications
  • Organised and methodical with excellent attention to detail
  • Ability to prioritise, meet targets and deadlines
  • Effective communication skills both written and verbal
  • Strong analytical and numerical skills
  • Strong IT skills, specifically in Microsoft Word, Excel and Outlook

Responsibilities for the role of Paraplanner:

  • Preparing analysis of the client’s existing portfolio
  • Provision of technical support to Advisers
  • Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
  • Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
  • Working closely with the Adviser to research and formulate appropriate advice
  • Preparation of Recommendation Reports and supplementary documentation
  • Adherence to compliance procedures, core values and high standards of client service
  • Regular liaison with product providers, account managers and clients
  • Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs

Reference: 52872246

Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.

Report this job