This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.
You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.
As a Paraplanner, you will be focused on providing technical support including:
Preparing and writing suitability letters and reports
Conducting research and analysis into financial solutions for clients including income planning, IHT and tax calculations, trust solutions and cashflow planning
Managing platform process including onboarding, planning completion and set up
Managing project work which may include seamless transition for acquired client banks
Liaising with Advisers and their clients
Preparing letters based on the Advisers recommendations
Full job description available, detailing full scope of the role
Paraplanner Requirements
You must be Level 4 Diploma qualified in Financial Planning or equivalent
You should be a current Paraplanner with experience of research, analysis and report writing
You should have excellent communication skills
The Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have £400m FuM and have plans to continue growing.
Paraplanner Benefits
Salary of circa £38,000 - £42,000
Full-time or part-time considered
Plus company benefits available immediately include group life cover, group income protection
Upon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by you
Hybrid based role with up to 2 days from home (may require additional days in the office during probation period)
Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 days birthday leave and 1 day for charity / community work each year
Location
North Somerset
Liability and Disclaimer
Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
TPBN1_UKTJ