1. Paraplanner
2. Permanent role £35,000 - £45,000
About Our Client
Our client is a successful Financial Services business that has seen rapid growth int he past 12 months. They are based in Fareham and do require travel to their offices but also offer a hybrid model of working.
Job Description
As the Paraplanner, you will be responsible for:
3. Analyse client information and existing investments/policies
4. Tax calculations
5. Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
6. Write suitability reports for cases of varying complexity
7. Run cash flow models for clients
8. Be a point of contact for technical queries for CS and advisers
9. Communicating with clients on research and report time scales
10. Attend client meetings where required
11. Helping to train other members of the team
12. Potentially getting involved in some project work to further improve our systems and processes
13. Leading Pod meetings
14. Undertake peer reviews for the paraplanning team
The Successful Applicant
To be successful for the Paraplanner position, you must:
15. Demonstrate a strong technical knowledge and understanding of all financial products
16. Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status
17. Have a minimum of 3 years' experience within a paraplanning role
18. Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
19. Have a good attention to detail
20. Be a good team player
21. Excellent communication skills, both verbally and in writing
22. Be comfortable with working in a fast-paced environment
23. Be organised and able to manage a busy workload
What's on Offer
Salary £35,000 - £45,00028 day's holiday (plus bank holidays)Life assuranceIncome protection and a pensionHybrid working