Posted: 28 October
The role
Technical Paraplanner - Colchester
Our client is looking for a Technical Paraplanner to support the operation of the East Anglia Hub, working alongside the independent financial advisers to create and recommend financial plans that meet client needs.
Key Responsibilities
Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. Independently write new sustainability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP/SSAS. Use technical software to complete comparisons and detailed analysis of a client's contracts including reviewing the specific contract benefits and the effects should changes be made. Assist in ensuring all client fees and company records are compliant in line with FCA regulations. Ensure back-office system is maintained during all ongoing actions and workflow. Knowledge & Experience
Prior experience in Paraplanning role within financial services (3+ years) Level 4 DipPFS qualified or similar with desire to achieve Chartered status Understanding of the advice processExceptional organisational skills, able to work well under pressure and adapt to changing prioritiesExcellent communication skills, both written and verbally Ability to work collaboratively with colleagues and build strong relationships A strong work ethic and a flexible attitude Self-motivation, resilience and a clear focus on attention to detail and a high-quality output Excellent customer service skills Experience working with Microsoft Word, Excel and Outlook Knowledge of industry specific software systems Benefits
25 days annual leave plus public holidays Life cover - x4 basic salary Healthcare cash plan Free mortgage advice 1 day community involvement leave per annum Employee Assistance Programme Shopping discount platform Free parking Hybrid working - opportunity to work from home 2 days per week on successful completion of probation period
