Paraplanner (Pensions Management)

4 days ago


Maldon Essex, United Kingdom Antony George Recruitment Full time €31,000 - €47,000

Our clients purpose is to revolutionise retirement planning with a burst of energy and a dash of the extraordinary. They craft bold, personalised, lifestyle financial plans with passion, purpose, and a hint of rebellion to transform your retirement dreams into reality. 25 days annual leave
- All exams and Training paid for
- Car park season ticket paid for
- 5% employer pension contribution
- Electric car scheme
- Flexible working arrangements available around client meetings. (more office time during probation)

As a Paraplanner, you play a key role in supporting Financial Planners by preparing and maintaining client files, conducting technical calculations, and undertaking necessary research. Your efficiency and accuracy ensure that the team operates smoothly and that financial plans are executed effectively. Financial Plan Development : - Collaborate with Financial Planners to create tailored financial plans, including conducting technical research and calculations to support recommendations.
Ongoing Client Reviews : - Regularly review and update client plans to ensure they remain aligned with their goals and comply with regulatory standards.
Client Support and Communication : - Act as a key point of contact for clients, providing professional support and ensuring a smooth financial planning experience.
Compliance and Due Diligence : - Conduct due diligence and ensure all financial plans meet regulatory requirements and industry standards.
Team Collaboration and Development : - Support Financial Planners and colleagues by addressing technical queries, sharing expertise, and contributing to the improvement of internal processes and standards.

Diploma in Financial Planning (DipPFS)


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