Paraplanner

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