Paraplanner - Flexible Hours, Pension Planning Expert

Brook Street; Wales; On-site; GBP 38,000 - 45,000; Full time

Job summary

A financial planning firm in the United Kingdom seek a skilled Paraplanner to join their dynamic team. This role involves compiling compliant case files, managing workloads, and ensuring attention to detail in all tasks. With a competitive salary of up to £45,000 based on experience and a range of benefits, including flexible working hours and a pension scheme, this is an excellent opportunity for qualified candidates. The ideal applicant will have at least 2 years of relevant experience and strong communication skills.

Benefits

Competitive salary

25 days holiday plus bank holidays

Flexible working hours

Company pension scheme

Death in Service Life Insurance

Optional private healthcare scheme

Qualifications

• Minimum 2 years' Paraplanning experience within an independent financial advice practice.
• Advanced pensions experience is desirable, especially for retirement planning.
• Familiarity with financial tools and strong communication skills required.

Responsibilities

• Compile compliant case files and manage data gathering.
• Ensure accuracy and attention to detail in all tasks.
• Prioritise workload to meet specified deadlines.

Skills

Paraplanning experience

Organisational skills

Communication skills

Tools

Iress XPLAN

Defaqto Engage

CashCalc

Microsoft Office

Job description

A financial planning firm in the United Kingdom seek a skilled Paraplanner to join their dynamic team. This role involves compiling compliant case files, managing workloads, and ensuring attention to detail in all tasks. With a competitive salary of up to £45,000 based on experience and a range of benefits, including flexible working hours and a pension scheme, this is an excellent opportunity for qualified candidates. The ideal applicant will have at least 2 years of relevant experience and strong communication skills.