We are currently working with a wealth management firm to assist in their recruitment for a Paraplanner. The successful candidate will be reporting into the Managing Director and will work within a small and collaborative team. You will pay a pivotal role in providing comprehensive financial planning and assistance to high-net worth clients and will work closely with financial advisers to prepare detailed plans, conduct research and analyse complex financial scenarios.

 

£40,000 – £50,000 25 days annual leave plus 8 bank holidays Pension Death in service x 3 Sick pay (after probation) 20 days rolling year On-site parking Please note that this is an office-based role

 

Duties and responsibilities:

Complex suitability report writing including drawdown, tax free cash and inheritance tax advice Review / analyse investment portfolio / asset allocation / risk profile Working closely with the Managing Director for technical meeting preparation and fund analysis Developing and managing effective systems, processes, and procedures to continuously improve efficiency Technical support and assistance to Investment and mortgage administrators to ensure high accuracy Establish and maintain strong client relationship management Accurately and efficiently support the advisers to enable the achievement of targets

 

Skills and experience required:

DipPFS qualified / studying / QBE Minimum of 3 years paraplanning experience in a similar environment Understanding of investments, pensions, protection planning inheritance tax from a wealth management background Understanding of IT systems with knowledge of Intelligent Office, Mortgage Brain, Dynamic Planner and Selectapension desirable Excellent interpersonal skills, working with positivity and a drive for results