Paraplanner

GCB AGENCY RECRUITMENT; Poringland; On-site; GBP 35,000 - 40,000; Full time

Job summary

A successful independent practice in the Norwich area is looking for a Paraplanner to provide technical support and analysis for clients' portfolios. The role offers a salary up to £40,000, 25 days holiday, and the possibility of working from home on Fridays. Ideal candidates will have an IFA background, strong analytical and communication skills, and proficiency in Microsoft Office.

Benefits

Basic Salary up to £40,000

25 days holiday + bank holidays

Free Parking

Monday to Thursday in the office + Fridays work from home

Qualifications

• Experience working in an IFA practice is required.
• Organized and methodical with excellent attention to detail.
• Ability to prioritize, meet targets and deadlines.

Responsibilities

• Prepare analysis of the client’s existing portfolio.
• Provide technical support to Advisers.
• Complete calculations like income tax and Capital Gains Tax.

Skills

Attention to detail

Effective communication

Analytical skills

Organizational skills

IT skills (Microsoft Word, Excel, Outlook)

Job description

We are currently looking for a Paraplanner to join our clients, a highly successful independent practice in the Norwich area

Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm.

The successful Paraplanner will be offered:

• Basic Salaryup to £40,000
• 25 days holiday + bank holidays
• Free Parking
• Monday to Thursday in the office + Fridays work from home

To be considered for the Paraplanner role, you must have:

• Previous experience working within an IFA practice
• Organised and methodical with excellent attention to detail
• Ability to prioritise, meet targets and deadlines
• Effective communication skills both written and verbal
• Strong analytical and numerical skills
• Strong IT skills, specifically in Microsoft Word, Excel and Outlook

Responsibilities for the role of Paraplanner:

• Preparing analysis of the client’s existing portfolio
• Provision of technical support to Advisers
• Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
• Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
• Working closely with the Adviser to research and formulate appropriate advice
• Preparation of Recommendation Reports and supplementary documentation
• Adherence to compliance procedures, core values and high standards of client service
• Regular liaison with product providers, account managers and clients
• Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs