Are you a Paraplanner looking to advance into an Independent Financial Adviser role with provided leads and exam funding? Our Norwich-based clients seek a dedicated Paraplanner to join their independent firm, which prides itself on delivering exceptional client service. The company offers a flexible, rewarding environment and values hard work. The ideal candidate will be Level 4 qualified and highly motivated to progress and succeed as an Independent Financial Adviser soon.
Working hours:
1. Monday to Friday
2. Hybrid working
3. Flexible working hours
The successful Paraplanner will be offered:
4. £28,000 - £32,000 Basic (depending on experience)
5. Competitive holiday allowance
6. Pension contribution
7. Progression opportunities into an IFA within 12-18 months
To be considered for the Paraplanner role you must have the following:
8. Level 4 diploma
9. Experience as a Financial Administrator / Paraplanner
10. Strong technical knowledge about investment, pension, and life assurance products including their benefits and taxation.
11. Good understanding of tax allowances, trusts, and business structures as part of a financial plan.
12. Great attention to detail, a positive approach, and a problem-solving mindset.
As a Paraplanner, your role will involve:
13. Assist financial advisors in the creation of detailed financial plans by analysing clients' financial situations, researching products, and preparing reports on investment strategies, tax planning, and retirement planning.
14. Collect, organise, and maintain up-to-date client information, including income, assets, expenses, insurance policies, and investment accounts, to support the development of accurate financial plans.
15. Conduct comprehensive research on financial products and investment opportunities to help advisors provide tailored recommendations that meet clients' unique needs and goals.
16. Ensure all financial plans and recommendations comply with industry regulations and company policies by maintaining accurate documentation and adhering to compliance standards.
17. Support ongoing client management by preparing for client review meetings, updating financial plans based on life changes or market conditions, and assisting in the monitoring of plan progress.