Paraplanner

About The Client:

Our client are a strong believer in building long-term relationships with individuals, families and their advisers. That philosophy extends to their employees and the way they seek to recruit and retain talent within their business.

Their people are more than just numbers on a spreadsheet, everyone has an important role to play. Whether you are an experienced professional looking to develop your career or just starting out in the world of finance, they help develop and nurture their talent to enhance their chose career path.

The Role:

Our client are a fast-paced, growing wealth and financial planning firm, evolving and streamlining their offerings and services to their high-net-worth clients. Joining their Paraplanning team, you will gain exposure to assisting Financial Planners across a network of 18 UK offices producing full illustrations, cash flow modelling and writing in-depth suitability reports.

Responsibilities

• Conduct the relevant research required to make financial recommendations
• Produce suitability reports to document the advice that is to be provided
• Undertaking cash flow modelling in line with client cases
• Providing excellent client service to both our clients and Financial Planners

Skills / Experience:

• Minimum 2 years’ experience of working within a Paraplanning role, preferably within a financial / wealth management firm.
• Experience working with IT systems that support this service.
• Good technical knowledge and understanding of FCA rules
• Achieved Level 4 Diploma in Financial Planning or working towards Chartered status
• Excellent knowledge of Pensions and Investment products
• Good understanding of cash flow

The Package:

• Competitive Pension Scheme – we contribute 6%, you 3%
• Private Medical Insurance
• 26 Days holiday, plus bank holidays
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere in Europe for up to 4 weeks