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. We are looking for an experienced Paraplanner to join our friendly and dedicated team.
As a Paraplanner, you will prepare financial, investment, and Inheritance Tax reports for client meetings, draft letters of advice, and ensure work is carried out in a compliant manner. You will be supported by a dynamic administration team, enabling you to focus on client relationships and providing the quality experience clients expect from a growing UK wealth management company.
Key Responsibilities:
* Undertake pension analysis using Selecta Pension software to compare pension funds.
* Perform Inheritance Tax and Capital Gains Tax calculations.
* Calculate net income.
* Conduct chargeable gain calculations on Onshore/Offshore bond encashments.
* Prepare quarterly review reports, including investment and pension updates, outlining recent changes and proposed strategies.
* Complete Key Risk Indicator Reports for the Compliance Director.
* Handle client queries in the absence of the Managing Director/Senior IFA and Work-Based Pension IFA.
* Respond to Work-Based Pension queries when the Pension IFA is unavailable.
* Receive instructions during debriefings from advisers following client meetings.
* Interpret data obtained by advisers during meetings.
* Possess or be working towards a CII Diploma in Regulated Financial Planning, with knowledge of FE Analytics, and strong communication skills.
What You Need to Succeed:
* Hold or be working towards a Diploma in Regulated Financial Planning or a Certificate in Paraplanning (or equivalent).
* Have a solid technical knowledge of financial products relevant to client needs, including pensions, protection, and personal wealth management.
* Maintain up-to-date knowledge of relevant regulations, legislation, policies, and procedures.
* As this role is a certification function under SMCR, the role holder will be required to undertake annual FIT assessments and re-certify annually.
In addition to excellent career progression, training, and support, you will enjoy a great office environment, opportunities for promotion, and participation in charity fundraising and social activities.
CONTACT US TODAY FOR MORE INFORMATION
NJR REF: 15386
#J-18808-Ljbffr