Job Description
Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions.
Responsibilities:
* Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submissions.
* Manage and prioritise your workload to meet specified deadlines.
* Ensure accuracy, attention to detail, and impeccable grammar and spelling in all tasks.
Requirements:
* Minimum of 2 years' Paraplanning experience within an independent financial advice practice.
* Advanced pensions experience is highly desirable, particularly with pre-, at-, and post-retirement planning, including drawdown, pension switching, SIPPs, and SSAS.
* Familiarity with tools such as Iress XPLAN, Defaqto Engage, CashCalc, Assureweb, O&M Pension Profiler, ATEB Suitability, and Microsoft Office (Word and Excel).
* Strong organisational and communication skills, with the ability to work independently.
Benefits:
* Competitive salary of up to £40,000 (depending on experience and qualifications).
* 25 days holiday plus bank holidays.
* Flexible working hours with a core time system to fit your schedule.
* Company pension scheme.
* Death in Service Life Insurance.
* Optional private healthcare scheme.
Apply now or contact Luke at Brook Street for more information!
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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