Mon-Fri 8.30am-5.00pm/8.00am-4.30pm will consider full or part-time
Newcastle-under-Lyme
Salary DOE
Are you an experienced Paraplanner with a passion for client service and a desire to contribute to a growing firm?
You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.
An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.
Role of Paraplanner
- As a Paraplanner you will be dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPs, VCTs, EISs, IHT Income and other more complex products
- Interpreting data, obtaining information, quotes, analysing products, managing all documents required for various industry regulations
- Responsible utilising various platforms to research, collate data, scenario planning etc to produce detailed case reports, research, creating illustrations and preparing valuations ready for client meetings
- Applications to Financial Institutions
- Stay up to date with industry regulations and compliance requirements.
- Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch
Candidate Experience
- Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar
- Proven background in Paraplanning is essential
- Strong numeric & analytical skills
- Strong team player
- Work well under pressure to meet deadlines
