Job Description
We are currently looking for a Part-Time Paraplanner to join our clients, a highly successful independent practice in the Norwich area.
Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm.
The successful Paraplanner will be offered:
* Basic Salary - upto £16,000 per annum for 2 days a week, £24,000 per annum for 3 days
* 25 days holiday + bank holidays (pro rata for part-time days worked)
* Free parking
* Hybrid working
To be considered for the Paraplanner role, you must have:
* Previous experience working within an IFA practice
* 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