We are currently looking for a Paraplanner to join our clients, a highly successful independent practice in the Bury St Edmunds area. Our clients are ideally seeking an experienced Paraplanner, however, they would also consider a strong Financial Administrator looking to progress
Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm.
The successful Paraplanner will be offered:
*Basic Salary up to £40,000, dependent on experience
*22 days holiday + bank holidays
*Death in service
To be considered for the Paraplanner role, you must have:
*Previous experience working within an IFA practice
*Organised and methodical with excellent attention to detail
*Ability to prioritise, meet targets and deadlines
*Effective communication skills both written and verbal
*Strong analytical and numerical skills
*Strong IT skills, specifically in Microsoft Word, Excel and Outlook
Responsibilities for the role of Paraplanner:
*Preparing analysis of the client’s existing portfolio
*Provision of technical support to Advisers
*Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
*Working closely with the Adviser to research and formulate appropriate advice
*Preparation of Recommendation Reports and supplementary documentation
*Adherence to compliance procedures, core values and high standards of client service
*Regular liaison with product providers, account managers and clients
*Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs