Paraplanner
other jobs losa ltd
Added before 3 Days
- England,North West,Cumbria,Carlisle
- Full Time, Permanent
- Salary negotiable
Job Description:
Full job descriptionSenior Paraplanner. Independent, Chartered-supported, Cumbrian.
We are a proudly Cumbrian firm. We are directly authorised by the FCA, offering whole-of-market independent advice with no provider tie-ins.
We’ve grown organically, without merger or acquisition, and we are fiercely independent: we are not being built to sell to a consolidator.
We’re growing our paraplanning team and looking for an experienced Senior/Paraplanner to provide high-quality technical support to our financial planners, and to help mentor and develop the junior paraplanners coming up behind you. This is a role for someone who can handle complex casework with minimal supervision and hit the ground running.
What you’ll do:
*Prepare suitability and review reports, cashflow analysis and product/provider research across pensions, investments, trusts and protection.
*Handle pension switches (excluding DB), investment switches and trust-based investment work. EIS/VCT exposure is useful but not essential; we are a considered, low-risk firm.
*Maintain accurate, compliant client records on iO (Intelligent Office) to FCA, GDPR and Consumer Duty standards.
*Support and mentor junior paraplanners and the client-services team.
Who we’re looking for:
*4+ years’ paraplanning experience, ideally having progressed from an administrator role within a wealth firm.
*Level 4 Diploma (minimum), committed to CPD; working towards, or interested in, Chartered status.
*Exposure to pension switches (non-DB), investment switches and trust-based investments.
*Confident with iO, CashCalc, FE Analytics or close, transferable equivalents (e.g. Voyant).
*A team player who thrives in a close-knit firm where quality is everything.
*Commutable to Carlisle or Penrith (Cumbria, Kendal, North Lancashire or the Scottish Borders), or open to relocating.
What you’ll get:
*A competitive salary, reviewed against your experience and qualifications. We’d rather discuss it openly in a first conversation than reduce it to a number in an advert.
*Overtime paid at time-and-a-half on chargeable hours, almost unheard of locally.
*Genuine flexi-time: core hours are just 10 to 12 and 2 to 4, within a 7am to 7pm window. Build up time and take up to a half day back each week.
*Hybrid working: up to 3 days from home once established, after an initial office-based training period.
*30 days’ holiday plus bank holidays, buildable toward around 38 days via the flexi scheme.
*5% employer pension, health & wellbeing plan, enhanced parental leave, paid professional subscription.
*Funded CII/CISI exams, study support and a clear path to Chartered.
We are a proudly Cumbrian firm. We are directly authorised by the FCA, offering whole-of-market independent advice with no provider tie-ins.
We’ve grown organically, without merger or acquisition, and we are fiercely independent: we are not being built to sell to a consolidator.
We’re growing our paraplanning team and looking for an experienced Senior/Paraplanner to provide high-quality technical support to our financial planners, and to help mentor and develop the junior paraplanners coming up behind you. This is a role for someone who can handle complex casework with minimal supervision and hit the ground running.
What you’ll do:
*Prepare suitability and review reports, cashflow analysis and product/provider research across pensions, investments, trusts and protection.
*Handle pension switches (excluding DB), investment switches and trust-based investment work. EIS/VCT exposure is useful but not essential; we are a considered, low-risk firm.
*Maintain accurate, compliant client records on iO (Intelligent Office) to FCA, GDPR and Consumer Duty standards.
*Support and mentor junior paraplanners and the client-services team.
Who we’re looking for:
*4+ years’ paraplanning experience, ideally having progressed from an administrator role within a wealth firm.
*Level 4 Diploma (minimum), committed to CPD; working towards, or interested in, Chartered status.
*Exposure to pension switches (non-DB), investment switches and trust-based investments.
*Confident with iO, CashCalc, FE Analytics or close, transferable equivalents (e.g. Voyant).
*A team player who thrives in a close-knit firm where quality is everything.
*Commutable to Carlisle or Penrith (Cumbria, Kendal, North Lancashire or the Scottish Borders), or open to relocating.
What you’ll get:
*A competitive salary, reviewed against your experience and qualifications. We’d rather discuss it openly in a first conversation than reduce it to a number in an advert.
*Overtime paid at time-and-a-half on chargeable hours, almost unheard of locally.
*Genuine flexi-time: core hours are just 10 to 12 and 2 to 4, within a 7am to 7pm window. Build up time and take up to a half day back each week.
*Hybrid working: up to 3 days from home once established, after an initial office-based training period.
*30 days’ holiday plus bank holidays, buildable toward around 38 days via the flexi scheme.
*5% employer pension, health & wellbeing plan, enhanced parental leave, paid professional subscription.
*Funded CII/CISI exams, study support and a clear path to Chartered.
Job number 3850039
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