Paraplanner

Uniting People; Newcastle-under-Lyme; On-site; GBP 30,000 - 42,000; Full time

Job summary

A financial services firm in Newcastle-under-Lyme seeks an experienced Paraplanner to support Financial Advisers and assist in developing personalised financial plans. The ideal candidate has strong numeric and analytical skills, relevant qualifications in Financial Planning, and experience in Paraplanning. Responsibilities include managing client interactions, conducting research, and preparing case reports. This role provides a chance to grow within a dynamic business environment.

Qualifications

• Qualifications in Financial Planning are essential.
• Proven background in Paraplanning is essential.
• Strong numeric & analytical skills
• Strong team player
• Work well under pressure to meet deadlines

Responsibilities

• Support a Financial Adviser providing comprehensive financial planning services.
• Research, collate data, and prepare detailed case reports.
• Stay up to date with industry regulations and compliance.
• Applications to Financial Institutions
• Stay up to date with industry regulations and compliance requirements.
• Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch

Skills

Strong numeric skills

Analytical skills

Team player

Ability to work under pressure

Education

CII Certificate or Diploma in Financial Planning

DipPP

DipPFS

Tools

IO

Dynamic Planner

FE Analytics

Voyant Pension Switch

Job description

Mon-Fri 8.30am-5.00pm/8.00am-4.30pm will consider full or part-time

Newcastle-under-Lyme

Salary DOE

Are you an experienced Paraplanner with a passion for client service and a desire to contribute to a growing firm?

You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.

An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.

Role of Paraplanner

• As a Paraplanner you will be dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPs, VCTs, EISs, IHT Income and other more complex products
• Interpreting data, obtaining information, quotes, analysing products, managing all documents required for various industry regulations
• Responsible utilising various platforms to research, collate data, scenario planning etc to produce detailed case reports, research, creating illustrations and preparing valuations ready for client meetings
• Applications to Financial Institutions
• Stay up to date with industry regulations and compliance requirements.
• Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch

Candidate Experience

• Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar
• Proven background in Paraplanning is essential
• Strong numeric & analytical skills
• Strong team player
• Work well under pressure to meet deadlines