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GTS Finance is currently seeking an experienced and qualified Paraplanner to join our client’s dynamic team. This is an excellent opportunity for a highly skilled professional to contribute to a growing financial services business, providing in-depth research and expert recommendations to Partners.
Key Responsibilities:
* Conduct research and produce high-quality Recommendation and Strategy reports tailored to client needs.
* Ensure all advice meets compliance standards while maintaining a client-friendly approach.
* Support Partners with pre and post-retirement planning, pension transfers, investments, and taxation.
* Keep up to date with industry regulations, best practices, and internal financial industry exams.
* Collaborate with colleagues to improve processes and share best practices.
* Provide regular workflow updates to ensure effective client management.
* Level 4 qualification (Diploma in Financial Planning or equivalent).
* Proven experience as a Paraplanner in an IFA environment.
* Strong research skills and ability to produce compliant, client-focused reports.
* Excellent communication, attention to detail, and organisational skills.
* Knowledge of pre and post-retirement planning, pension transfers, SIPP providers, investments, taxation, and cashflow modelling tools.
* Working towards or achieved Level 6 qualification.
* Experience in complex financial advice areas such as IHT, Defined Benefit pension transfers, and structured investments.
* Familiarity with research tools such as Assureweb, Defaqto, FE Analytics, and Voyant.
Why Join?
* Work in a supportive and expert team environment.
* Engage with high-level, complex financial planning scenarios.
If you are a detail-oriented and proactive Paraplanner looking to enhance your career, we would love to hear from you. Apply today to take the next step in your financial services journey!
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