Paraplanner x2

1 month ago

Fareham, United Kingdom Brook Street Full time
Brook Street are recruiting for 2x Paraplanners for a client of ours in Fareham We're seeking two skilled Paraplanners to contribute to our mission of enhancing our clients' relationship with their wealth. If you're a problem-solving wizard with top-notch communication skills, we want to hear from you.
Salary: £35,000 to £45,000 DOE
Hybrid Working
Why Choose to work for this client?
This company are dedicated to making a positive impact on their client's financial futures while fostering a supportive and fulfilling work environment for our team. With offices in London, Whiteley, and Farnham, we're committed to excellence in financial planning and discretionary investment management.
Role and Responsibilities:
As a Paraplanner you'll play a key role in providing high-level technical support, including the production of cash flow models and suitability reports. Reporting to a Paraplanning Team Leader, your responsibilities will include:
Analysing client information and existing investments/policies
Conducting tax calculations and recommending appropriate solutions
Writing suitability reports for clients of varying complexity
Running cash flow models
Serving as a point of contact for technical queries
Communicating with clients on research and report time lines
Attending client meetings when required
Assisting in training other team members
Participating in project work to enhance systems and processes
Leading Pod meetings and conducting peer reviewsEssential Attributes:
The successful candidate will possess:
Strong technical knowledge of financial products
Level 4 diploma qualification as a minimum, ideally working towards Chartered status
Minimum of 3 year's experience in a Paraplanning role
Strong IT skills, experience with Curo, FE Analytics, and Voyant advantageous
Excellent attention to detail and organisational skills
Strong teamwork and communication skills
Comfortable working in a fast-paced environmentWhere Will I Be Working?
This role will be based at our Whiteley office, with hybrid working options available. We offer flexibility to accommodate different working patterns, ensuring that our team members have the support they need to thrive.
If you're ready to take the next step in your career and join a thriving financial planning firm, we'd love to hear from you. Apply now to become part of this great company

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