Paraplanner

This hybrid-based Paraplanner job in North Somerset provides
opportunity to join a quality, Chartered Financial Planning firm.

You will be joining their head office support staff team
including Paraplanners and Administrators, who provide quality, technical
support to their team of Chartered Financial Planners.

As a Paraplanner, you will be focused on providing technical
support including:

• Preparing
  and writing suitability letters and reports
• Conducting
  research and analysis into financial solutions for clients including
  income planning, IHT and tax calculations, trust solutions and cashflow
  planning
• Managing
  platform process including onboarding, planning completion and set up
• Managing
  project work which may include seamless transition for acquired client
  banks
• Liaising
  with Advisers and their clients
• Preparing
  letters based on the Adviser’s recommendations

Full job description available, detailing full scope of the
role

Paraplanner Requirements

• You
  must be Level 4 Diploma qualified in Financial Planning or equivalent
• You
  should be a current Paraplanner with experience of research, analysis and
  report writing
• You
  should have excellent communication skills

The Company

Our client has been established for over 40 years, providing
Wealth Management, Financial Planning and DFM services to c600 clients. They
have £400m FuM and have plans to continue growing.

Paraplanner Benefits

• Salary
  of circa £38,000 – £55,000
• Full-time
  or part-time considered
• Plus
  company benefits available immediately include group life cover, group
  income protection
• Upon
  completion of probation, private medical insurance, health cash plan,
  cycle to work scheme, workplace pension with employer contribution of up
  to 5% of your salary provided this is matched by you
• Hybrid
  based role with up to 2 days from home (may require additional days in the
  office during probation period)
• Typical
  working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch
• 25
  days annual leave (rising up to 30 days) plus bank holiday, plus 1 day’s
  birthday leave and 1 day for charity / community work each year

Location

North Somerset

Call
us now on 0208 0044 154 or click Apply

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