Job Opportunity: Paraplanner
Location: Newcastle-under-Lyme
Working Hours: Mon-Fri 8.30am-5.00pm / 8.00am-4.30pm (full-time or part-time considered)
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 who provides comprehensive financial and tax planning services to a diverse client portfolio. This role offers the opportunity to work closely with clients, conduct research, and assist in developing personalized financial plans.
This is an exciting opportunity to join a business with strong growth plans in a challenging and busy environment, with scope for development.
Role of Paraplanner:
* Manage a varied client portfolio, working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, IHT Income, and other complex products.
* Interpret data, obtain information and quotes, analyze products, and manage all documentation required for industry regulations.
* Utilize various platforms to research, collate data, perform scenario planning, produce detailed case reports, research, create illustrations, and prepare valuations for client meetings.
* Handle applications to Financial Institutions.
* Stay updated with industry regulations and compliance requirements.
* Proficient in using platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch.
Candidate Requirements:
* Qualifications in Financial Planning are essential (e.g., CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar).
* Proven experience in Paraplanning is essential.
* Strong numeric and analytical skills.
* Excellent team player.
* Ability to work well under pressure to meet deadlines.
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