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Our client is a successful Financial Services business that has seen rapid growth in the 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:
* Analyse client information and existing investments/policies
* Tax calculations
* Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
* Write suitability reports for cases of varying complexity
* Run cash flow models for clients
* Be a point of contact for technical queries for CS and advisers
* Communicating with clients on research and report time scales
* Attend client meetings where required
* Helping to train other members of the team
* Potentially getting involved in some project work to further improve our systems and processes
* Undertake peer reviews for the paraplanning team
The Successful Applicant
To be successful for the Paraplanner position, you must:
* Demonstrate a strong technical knowledge and understanding of all financial products
* Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status
* Have a minimum of 3 years' experience within a paraplanning role
* Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
* Have a good attention to detail
* Be a good team player
* Excellent communication skills, both verbally and in writing
* Be comfortable with working in a fast-paced environment
* Be organised and able to manage a busy workload
What's on Offer
Salary: £35,000 - £45,000
28 days holiday (plus bank holidays)
Life assurance
Income protection and a pension
Hybrid working
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