Paraplanner

1 week ago


Cambridge Batch, United Kingdom Premier Jobs UK Full time

Join a Quality Financial Planning Firm in North Somerset as a Paraplanner

You're in for an exciting opportunity to take on the role of Paraplanner at a reputable financial planning firm in North Somerset. You'll be an integral part of a dedicated team that provides top-notch support to a group of Chartered Financial Planners.

Responsibilities:

  • Prepare suitability letters and reports
  • Conduct research and analysis on financial solutions including income planning, IHT and tax calculations
  • Manage platform processes and project work
  • Liaise with Advisers and clients
  • Assist with preparing letters based on the Adviser's recommendations

If you hold Chartered status, you'll have the opportunity to take on additional responsibilities such as mentoring team members and staying updated on industry changes.

Requirements:

  • Hold a Level 4 Diploma in Financial Planning or equivalent
  • Chartered status is desirable
  • Prior experience in research, analysis, and report writing
  • Excellent communication skills

About the Company

Our client, with over 40 years of experience, specializes in Wealth Management, Financial Planning, and DFM services for a substantial client base. They are committed to continued growth, with a significant amount of Funds under Management.

Benefits:

  • Competitive salary based on qualifications
  • Various company benefits including group life cover and income protection
  • Hybrid work setup with opportunities for remote work
  • Generous annual leave and additional perks

Location:

North Somerset


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