Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions.
Responsibilities:
Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submissions.
Manage and prioritise your workload to meet specified deadlines.
Ensure accuracy, attention to detail, and impeccable grammar and spelling in all tasks.
Requirements:
Minimum of 2 years' Paraplanning experience within an independent financial advice practice.
Advanced pensions experience is highly desirable, particularly with pre-, at-, and post-retirement planning, including drawdown, pension switching, SIPPs, and SSAS.
Familiarity with tools such as Iress XPLAN, Defaqto Engage, CashCalc, Assureweb, O&M Pension Profiler, ATEB Suitability, and Microsoft Office (Word and Excel).
Strong organisational and communication skills, with the ability to work independently.
Benefits:
Competitive salary of up to £45,000 (depending on experience and qualifications).
25 days holiday plus bank holidays.
Flexible working hours with a core time system to fit your schedule.
Company pension scheme.
Death in Service Life Insurance.
Optional private healthcare scheme.
Apply now or contact Luke at Brook Street for more information!
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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