Paraplanner

Lime Professional Services; Wallsend; Hybrid; GBP 63,000 - 77,000; Full time

Benefits offered by this job

Hybrid/remote working

Salary up to £70,000

25 days holiday + bank holidays

Training sponsorship for financials

Job summary

Lime Professional Services in the United Kingdom is seeking a Senior Paraplanner to join an established Independent Chartered Financial Advisory firm based in Newcastle. You will provide paraplanning support to several Advisers and help design, develop and implement comprehensive financial plans for clients.

This full-time role offers hybrid or remote working (2–3 days per week remote), a salary up to £70,000 with annual reviews, 25 days holiday plus bank holidays, and ongoing training including

Qualifications

• 3–4 years of paraplanning experience or equivalent hands-on report writing.
• Diploma progress acceptable; fully qualified preferred.
• Strong analytical and research skills; experience with financial products and markets.

Responsibilities

• Prepare analyses of client portfolios and financial positions.
• Provide technical support to Advisers on recommendations.
• Perform taxation, pension, IHT, and cashflow calculations.
• Research and help formulate suitable advice with Advisers.
• Prepare Recommendation Reports and supporting documents.
• Maintain compliance with procedures and high client service standards.
• Liaise with product providers, account managers and clients.
• Develop knowledge of financial products to meet regulatory requirements.

Skills

Paraplanning

Financial analysis

Report writing

Technical calculations

NHS pension knowledge

Compliance

Education

Diploma in Paraplanning

Job description

Our client is a fully Independent Chartered Financial Advisory firm based in Newcastle, who have a passion for Financial Planning and providing impartial expert advice across Financial Planning, Wealth Management, Pensions & Retirement Planning and Inheritance Tax and also working with the NHS.

We are urgently seeking a Senior Paraplanner to join an existing team providing Paraplanning support to a number of Advisers within the Business, this role can either be office based, hybrid, or remote working. You will work closely with the Advisory team to design, develop, and implement comprehensive financial plans that exceed clients' expectations.

Specifically you will be responsible for:

• Preparing analysis of 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
• Technical calculations, specifically around tax and NHS pensions
• 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

Ideally we are seeking a fully qualified and experienced Paraplanner for this role whom has c3-4 years experience working as a Paraplanner, however we will consider candidates whom are partially through completing their Diploma as long as you have some hands on experience within Paraplanning and / or Report Writing.

A great salary and working environment is offered along with a great benefits structure as below:

• A full-time position
• Up-to £70,000 gross per annum (depending upon experience level)
• 25 days holiday entitlement + bank holidays
• Annual pay review with performance linked pay increases
• 9-5.30pm, access to flexible working hours when required, and remote working possible (2-3 days / week)
• Reach your career goals with outstanding training and progression, including internal and external training programmes up to Adviser
• Full sponsorship for financial advice qualifications
• Study days for relevant examinations
• Company social events