Chartered wealth planning practice in the heart of Poole are recruiting for a Paraplanner to work within their advisory team to deliver high-quality paraplanning support to advisers, clients, and prospects.
As a package you will receive a basic salary of upto £45k starting, hybrid and flexible working partterns, financial rewards for introducing new business, employee events, flexible working after probation, death in service, pension 3%, a profit-related bonus scheme, career development, exam support and discounted financial advice.
Ideal candidates will have been paraplanning for over 2 years and hold the Diploma in Financial Planning as a minimum, you will desire to obtain chartered status. You will posses an excellent understanding of current Financial Services products and legislation and have worked with Intelligent Office.
Duties such as:
· Discuss clients’ objectives with adviser in order to prepare information/reports/comparisons for analysis
· Review quality of advice proposed by adviser
· Complete tax computations including Inheritance Tax and Capital Gains Tax using appropriate tools
· Complete other tax computations relating to Chargeable Gains on Investment Bonds using appropriate tools
· Analyse the potential implications for the withdrawal of Income from a Pension or exceeding the Annual Allowance of funding using appro...