Paraplanner

This hybrid-based Paraplanner job in Borehamwood is suitable
for an individual looking to be part of a growing company and assist in
providing excellent financial planning solutions.

You will be joining their existing team of Paraplanners who provide
paraplanning support to their team of Financial Advisors. You will be involved
in assisting the business provide holistic financial planning and cashflow
modelling to their clients.

As a Paraplanner, you would be focused on providing
research, analysis and report writing support to assist the Financial Advisors
in delivering quality, appropriate and compliant financial planning. Your
duties will include:

• Preparing
  pre-approval documents prior to report writing, ensuring recommendations
  are appropriate
• Providing
  accurate, timely and compliant suitability reports
• Utilising
  technology to produce accurate solutions
• Undertake
  financial calculations including CGT and annual allowances
• Ensuring
  al advice documentation is compliant
• Effectively
  communicating internally and externally
• Working
  closely with the Financial Adviser’s to gather sufficient information
• Provide
  clear instructions to the team of Administrators to ensure proposals and
  documents are completed correctly

Paraplanner Requirements

• You
  should have experience as a Paraplanner
• You
  should good knowledge of financial planning and have experience of writing
  bespoke pieces of advice for complex cases
• You
  should be confident undertaking research and financial calculations
• You
  should ideally hold your Level 4 Diploma in Financial Planning (or
  equivalent) or be willing to work towards this (support provided)

The Company

This national IFA firm are looking to significantly grow
their business and recognise to achieve such growth, and success is dependent
on dependent on having the right people in the business. As such they are
looking to build a strong team of passionate and skilled team members.

Paraplanner Benefits

• Salary
  of up to £40,000 depending on experience plus company benefits
• Benefits
  typically include: 4x DIS, PMI, Group Income Protection, Employee
  Assistance Programme, Medicash, 5% employer pension and 3% employee
  pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1
  day per year up to 30 days
• Hybrid
  working after being signed off as competent (typically in line with probation
  sign off)
• 37.5
  hours per week
• Excellent
  career progression, with individual development plans shaped around your
  desired career path

Locations

Borehamwood

Call us now on 0208 0044 154 or click Apply

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