Paraplanner
other jobs Truestar Talent Ltd
Added before 1 Days
- England,Yorkshire and The Humber,North Yorkshire
- Full Time, Permanent
- £42,000 - £45,000 per annum
Job Description:
Full job descriptionThis is an exciting opportunity to work for a genuinely progressive and forward thinking business that strongly believes in looking after its people who will then look after its clients.
As a result of continued growth they are now looking to employ a further Paraplanner to support a team of Advisers.
Salary and Benefits
£42,000 - £45,000 salary (depending on experience)
· 38 days holiday inclusive of bank holidays
· Hybrid working flexibility
· Discretionary bonus scheme
· 5% matched pension contribution
· Private medical cover
· Ongoing support with development and qualifications
· A career path with real progression opportunities
· Free parking
· A genuinely supportive team environment
The Role
You will work closely with a team of Advisers Advisers to help deliver high-quality financial planning and outstanding client outcomes.
This will include:
· Preparing suitability reports and financial plans
· Technical research across pensions, investments and protection
· Supporting advisers with planning strategies
· Working on inheritance tax planning cases including Trusts and Business Property Relief (BPR)
· Supporting recommendations involving EIS and VCT planning
· Helping improve processes and efficiencies as we continue to grow
· Collaborating with a close-knit and ambitious team.
The Person
You will be working for a business that has spent the last 6 years building a financial planning business that genuinely puts people first - not just clients, but the team too.
Looking for people who want to enjoy their careers, enjoy their lives outside of work and feel part of something they genuinely care about building.
Working for a firm that believe in looking after its people properly, and will naturally look after clients in exactly the same way.
What is Required:
· Level 4 Diploma qualified (minimum)
· Strong paraplanning experience within financial planning
· Excellent technical knowledge
· Experience or exposure to inheritance tax planning, Trusts, BPR, EIS and VCTs beneficial
· Organised, proactive and detail-focused
· Someone who values culture, teamwork and long-term career growth.
As a result of continued growth they are now looking to employ a further Paraplanner to support a team of Advisers.
Salary and Benefits
£42,000 - £45,000 salary (depending on experience)
· 38 days holiday inclusive of bank holidays
· Hybrid working flexibility
· Discretionary bonus scheme
· 5% matched pension contribution
· Private medical cover
· Ongoing support with development and qualifications
· A career path with real progression opportunities
· Free parking
· A genuinely supportive team environment
The Role
You will work closely with a team of Advisers Advisers to help deliver high-quality financial planning and outstanding client outcomes.
This will include:
· Preparing suitability reports and financial plans
· Technical research across pensions, investments and protection
· Supporting advisers with planning strategies
· Working on inheritance tax planning cases including Trusts and Business Property Relief (BPR)
· Supporting recommendations involving EIS and VCT planning
· Helping improve processes and efficiencies as we continue to grow
· Collaborating with a close-knit and ambitious team.
The Person
You will be working for a business that has spent the last 6 years building a financial planning business that genuinely puts people first - not just clients, but the team too.
Looking for people who want to enjoy their careers, enjoy their lives outside of work and feel part of something they genuinely care about building.
Working for a firm that believe in looking after its people properly, and will naturally look after clients in exactly the same way.
What is Required:
· Level 4 Diploma qualified (minimum)
· Strong paraplanning experience within financial planning
· Excellent technical knowledge
· Experience or exposure to inheritance tax planning, Trusts, BPR, EIS and VCTs beneficial
· Organised, proactive and detail-focused
· Someone who values culture, teamwork and long-term career growth.
Job number 3880232
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Company Details:
Truestar Talent Ltd
Company size: 10–19 employees
Industry: Financial Services
Truestar Talent works in partnership with national and international financial services companies across the UK. Not all our jobs are advertised, so i...