My client, a fantastic IFA Firm, is actively looking to recruit a Senior Paraplanner to join their hugely successful business. The client offers 2 part remote days for skilled paraplanners. If you are highly skilled, the salary will be up to £55K max.
The position is suitable for someone with a minimum of 3 years of experience in Paraplanning, ideally at Chartered level or working towards it, and must hold at least a Diploma Level 4 qualification. This is a full-time position with part remote/home working available. It is essential that candidates demonstrate a strong background in a similar environment as a Paraplanner and possess an outgoing and aspirational personality.
To be successful in this Paraplanning role, you will need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts, and both personal and business protection.
Your key responsibilities will include providing high-quality technical support and maintaining a good standard of literacy, written grammar, and numeracy. Day-to-day duties will involve fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attending client meetings, and liaising with team Administrators to ensure general client administration is kept up to date.
You will be computer literate with the ability to use Microsoft Office, including Excel and Word, and have a good knowledge of analytical tools and numerical aptitude.
1. Receiving instructions during debriefings from advisers following client meetings.
2. Interpreting data obtained by advisers during client meetings.
3. Analysing data and using research tools to provide solutions to meet client needs and objectives.
4. Providing records to support research undertaken.
5. Consolidating client needs and objectives, recommendations, and course of action in a written format via a suitability letter, client-specific illustration, and key features document.
6. Carrying out all tasks in a manner consistent with compliance procedures.
7. Preparing existing client files ready for reviews.
8. Ensuring all client files are compliant on an ongoing basis.
9. Performing all business-related administrative duties.
Additional Benefits:
* A Company pension scheme (currently with 5% Employer contribution).
* 4 x Death in Service Life Cover.
* Employee Lifestyle Benefit scheme.
* Salary sacrifice Electric Car Scheme.
* A Health Cash Plan provided by Westfield Health (this is a P11d benefit).
* Entitled to join our group PMI scheme with Vitality at a discounted rate.
* 25 days holiday per annum plus Bank Holidays.
This is a fantastic opportunity for the right candidate to progress their career in a well-respected company that offers excellent additional benefits. If you believe you have the necessary experience for this Senior Paraplanner role, please apply now. The salary is between £50K to £55K if Chartered.
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