Paraplanner

Premier Jobs UK; Thornton Hough; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

A growing national IFA firm is seeking a Paraplanner to join their team in Wirral. This hybrid role involves providing support in financial planning and report writing to Financial Advisors. The ideal candidate will have experience as a Paraplanner and hold or be willing to pursue a Level 4 Diploma in Financial Planning. The position offers a salary of up to £40,000 plus benefits and excellent career progression.

Benefits

Salary of up to £40,000

Discretionary annual bonus

28 days holiday plus bank holidays

Qualifications

• Experience as a Paraplanner is essential.
• Confident in undertaking research and financial calculations.
• Willingness to work towards Level 4 Diploma in Financial Planning.

Responsibilities

• Preparing pre-approval documents prior to report writing.
• Providing accurate, timely, and compliant suitability reports.
• Undertaking financial calculations including CGT and annual allowances.

Skills

Experience as a Paraplanner

Good knowledge of financial planning

Research and financial calculations

Education

Level 4 Diploma in Financial Planning or equivalent

Job description

Overview

This hybrid-based Paraplanner job in Wirral 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 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.

Responsibilities

• 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
• Undertake 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
• Provide 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 have experience of writing bespoke pieces of advice for complex cases
• You should be confident undertaking research and financial calculations
• You should ideally 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 are looking to significantly grow their business and recognise to achieve such growth, and success is dependent on dependent on having the right people in the business. As such they are looking to build a strong team of passionate and skilled team members.

Paraplanner Benefits

• Salary of up to £40,000 depending on experience plus company benefits
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising 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 shaped around your desired career path

Locations

Wirral

How to apply

Call us now on (phone number removed) or click Apply

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