Paraplanner
*Annual Salary: Up to £45,000
*Location: [City, Postcode]
*Job Type: Hybrid (2 days work from home)
Join our progressive, UK-wide independent financial advice business as a Paraplanner. We specialize in providing uniquely tailored independent financial advice in savings, investments, and retirement planning to both personal and corporate clients. This role is ideal for a technically skilled and motivated individual who thrives in a dynamic environment, supporting a team of financial advisers through detailed research and report writing.
Day-to-day of the role:
*Understand clients’ financial situations and objectives to provide tailored support.
*Conduct thorough research and analysis across various financial planning areas including pensions, investments, protection, and estate planning.
*Prepare detailed recommendation reports adhering to the company’s standards and compliance procedures.
*Maintain accurate and up-to-date client records on the back-office system, ensuring all documentation is correctly filed and accessible.
*Collaborate closely with financial advisers, challenging and querying proposed recommendations to ensure they meet client needs.
*Utilize company-approved research systems for analysis and employ cash flow modelling techniques to support financial planning.
Required Skills & Qualifications:
*Minimum of 5 GCSEs including English and Maths.
*Attainment of the Level 4 Diploma in Financial Planning.
*Proven experience in an IFA/Wealth Management environment, with a broad knowledge of financial planning areas.
*Proficiency in using financial planning tools such as Intelligent Office, Finametrica, O&M Profiler, Defaqto, and FE Analytics.
*Strong communication skills, capable of adapting style and method to meet client and team needs.
*Excellent organisational skills, with the ability to prioritize and manage tasks efficiently.
*Experience in cash flow modelling and familiarity with corporate client work, including knowledge of employee benefits and corporate pensions markets.
Benefits:
*Competitive salary up to £45,000.
*Hybrid working model – flexibility to work from home 2 days a week.
*Opportunities for professional development and career advancement.
*Supportive and collaborative work environment.
To apply for this Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this position.