Technical Paraplanner - Colchester

Artemis Recruitment Consultants Ltd; Colchester; On-site; GBP 45,000 - 50,000; Full time

Job summary

A recruitment agency is seeking a Technical Paraplanner in Colchester. The role involves working alongside financial advisers to create financial plans and undertake complex client analysis. Candidates should have over 3 years of experience in financial services and be Level 4 DipPFS qualified. Hybrid working is available after probation, and benefits include 25 days annual leave and life cover.

Benefits

25 days annual leave plus public holidays

Life cover - x4 basic salary

Free mortgage advice

1 day community involvement leave per annum

Employee Assistance Programme

Free parking

Qualifications

• 3+ years of experience in a Paraplanning role within financial services.
• Understanding of the advice process.
• Experience working with financial analysis software.

Responsibilities

• Support the operation of the East Anglia Hub.
• Create and recommend financial plans.
• Undertake complex client specific analysis.

Skills

Prior experience in Paraplanning role

Exceptional organisational skills

Excellent communication skills

Ability to work collaboratively

Self-motivation and resilience

Education

Level 4 DipPFS qualified

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Industry specific software systems

Job description

Type of Position: Technical Paraplanner - Colchester
Pay: £45,000 - £50,000
Reference: #3269309

Technical Paraplanner - Colchester

Our client is looking for a Technical Paraplanner to support the operation of the East Anglia Hub, working alongside the independent financial advisers to create and recommend financial plans that meet client needs.

Key Responsibilities

• Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.
• Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information.
• Independently write new sustainability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP/SSAS.
• Use technical software to complete comparisons and detailed analysis of a client's contracts including reviewing the specific contract benefits and the effects should changes be made.
• Assist in ensuring all client fees and company records are compliant in line with FCA regulations.
• Ensure back-office system is maintained during all ongoing actions and workflow.

Knowledge & Experience

• Prior experience in Paraplanning role within financial services (3+ years)
• Level 4 DipPFS qualified or similar with desire to achieve Chartered status
• Understanding of the advice process
• Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
• Excellent communication skills, both written and verbally
• Ability to work collaboratively with colleagues and build strong relationships
• A strong work ethic and a flexible attitude
• Self-motivation, resilience and a clear focus on attention to detail and a high-quality output
• Experience working with Microsoft Word, Excel and Outlook
• Knowledge of industry specific software systems
• 25 days annual leave plus public holidays
• Life cover - x4 basic salary
• Free mortgage advice
• 1 day community involvement leave per annum
• Employee Assistance Programme
• Free parking

Hybrid working - opportunity to work from home 2 days per week on successful completion of probation period

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