Overview
Join to apply for the Paraplanner role at Sahasraa Solutions. This hybrid-based Paraplanner job in Northallerton is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions. You will provide paraplanning support to the team of Financial Advisors who deliver holistic financial planning and regularly provide cashflow modelling to clients.
Duties
* Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate
* Providing accurate, timely and compliant suitability reports
* Utilising technology to produce accurate solutions
* Undertake financial calculations including CGT and annual allowances
* Ensuring all advice documentation is compliant
* Effectively communicating internally and externally
* Working closely with the Financial Advisers to gather sufficient information
* Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly
The business has a strong focus on allowing individuals to grow and develop and openly supports progression into areas such as advice, compliance, or management, depending on interest and opportunity.
Paraplanner Requirements
* Experience as a Paraplanner
* Good knowledge of financial planning and experience writing bespoke advice for complex cases
* Confident undertaking research and financial calculations
* Level 4 Diploma in Financial Planning (or equivalent) or willingness to work towards it (support provided)
Company
This growing IFA firm is led by respected industry professionals and backed by a private equity firm. The firm is in a rapid growth phase with existing AuM of £4.5bn and aims to continue expanding. They prioritise hiring the right people to build a strong, skilled team.
Paraplanner Benefits
* Salary of £35,000 - £40,000 depending on experience plus company benefits
* Benefits include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday plus bank holidays, rising by 1 day per year up to 30 days
* Hybrid working
* 37.5 hours per week
* Excellent career progression with individual development plans
Location
Northallerton, England, United Kingdom
Disclaimer
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