PARAPLANNER (Supporting the Firm's Director)
Salary up to £45,000
Wolverhampton based
Hybrid working
Are you a detail-oriented financial professional with a passion for helping people achieve their financial goals? Our client is a well-established, independent wealth management firm based in the West Midlands, and we are looking for an experienced Paraplanner to join our friendly and dedicated team.
As a Paraplanner, you will be preparing financial, Investment, and Inheritance Tax Reports for client meetings; drafting letters of advice; and ensuring work is carried out in a compliant manner. You will be supported by a dynamic administration team, enabling you to focus on your relationships with planners and offering clients the experience they deserve from working with a growing UK wealth management company.
Key Responsibilities:
* Undertaking pension analysis using Selecta Pension software to compare pension funds
* Performing Inheritance Tax and Capital Gains Tax calculations
* Calculating Net Income
* Undertaking chargeable gain calculations on Onshore/Offshore bond encashments
* Preparing quarterly review reports, including Investment/Pension Quarterly Reports for clients, outlining changes to their investment strategies and proposing any adjustments
* Completing Key Risk Indicator Reports for the Compliance Director
* Handling client queries when the Managing Director/Senior IFA is unavailable, as well as Work-Based Pension IFA queries
* Receiving instructions during debriefings from advisers following client meetings
* Interpreting data obtained by advisers during client meetings
* Working towards attaining the CII Diploma, with knowledge of FE Analytics, and possessing strong communication and articulation skills
What You Need to Succeed:
* Holding or working towards a Diploma in Regulated Financial Planning or a Certificate in Paraplanning (or an equivalent qualification)
* Sound technical knowledge of financial products relevant to client requirements, including pensions, protection, and personal wealth management
* Up-to-date knowledge of regulations, legislation, policies, and procedures relevant to the role
* As this role is a certification function under the SMCR, the role holder will be required to undertake annual FIT assessments and have their certification reissued annually
In addition to excellent career progression opportunities, training, support, and a great office environment, you will have the exciting chance to participate in charity fundraising events and other social activities.
CONTACT US TODAY FOR MORE INFORMATION
NJR REF: 15386
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