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This hybrid-based Paraplanner job in Stirling, Falkirk is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.
You will be joining their existing team of Paraplanners who provide paraplanning support to their team of Financial Advisors. You will be involved in assisting the business to provide holistic financial planning and cashflow modelling to their clients.
As a Paraplanner, you would be focused on providing research, analysis, and report writing support to assist the Financial Advisors in delivering quality, appropriate, and compliant financial planning. Your duties will include:
* Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate.
* Providing accurate, timely, and compliant suitability reports.
* Utilising technology to produce accurate solutions.
* Undertaking financial calculations including CGT and annual allowances.
* Ensuring all advice documentation is compliant.
* Effectively communicating internally and externally.
* Working closely with the Financial Advisers to gather sufficient information.
* Providing clear instructions to the team of Administrators to ensure proposals and documents are completed correctly.
Paraplanner Requirements
* You should have experience as a Paraplanner.
* You should have good knowledge of financial planning and experience in writing bespoke advice for complex cases.
* You should be confident in undertaking research and financial calculations.
* Ideally, you hold your Level 4 Diploma in Financial Planning (or equivalent) or be willing to work towards this (support provided).
The Company
This national IFA firm aims to significantly grow their business. They believe success depends on having the right people in the business and are looking to build a strong team of passionate and skilled members.
* Salary of up to £40,000 depending on experience plus benefits.
* Benefits include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension, 3% employee pension, discretionary annual bonus, and 28 days holiday + bank holidays, increasing by 1 day per year up to 30 days.
* Hybrid working after being signed off as competent (typically in line with probation sign-off).
* 37.5 hours per week.
* Excellent career progression with individual development plans tailored to your career goals.
Locations
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