Paraplanner / Senior Paraplanner (DOE)

2 weeks ago

Norwich, United Kingdom Service Service Full time

My client is a reputable and well established wealth management firm with offices east of Norwich.

At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the firm.

This is ideally a full time vacancy however for the right person my client will consider someone seeking part time hours though a minimum of two days per week is desirable, though three and four days would also be suitable. My client already offers flexible working and hybrid working from home so if the suitable candidate requires, working from home would be permitted with you ideally attending the office for a couple of days a month.

My clients approach, together with a loyal client base and a talented team, makes being a Paraplanner a great opportunity for someone who shares my clients ethos and values.

Role Overview

Analysis - full analysis of clients’ requirements, development of cash flow models and accurate recording of client data

Solutions - construction of financial planning solutions (investment, retirement, long term care planning, tax and IHT planning) supported by the production of computer models and reports

Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process

Reviews - preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models

Client Relationship Building - servicing client’s day to day needs, liaison by telephone, letter, email and attending meetings, including presenting solutions and recommendations

Coordination - working with colleagues within the Financial Planning team to ensure application and provider forms are prepared as required and clients are updated throughout the process

Partners – working with other professional advisers e.g. Solicitors and Accountants to implement an agreed action plan

Role Requirements

• Chartered Financial Planner status – desirable or willingness to work towards

• A minimum of a Diploma in Financial Planning and a requirement to keep abreast of compliance and regulatory changes

• Four years industry experience – preferable

• Excellent administrative, research, report writing and communication skills

• Excellent analytical skills with a preference for working in a structured, planned manner

• Ongoing self-development to maintain appropriate level of CPD for role

Benefits

An industry competitive salary of between £(phone number removed)

The opportunity to enhance your earnings via a profit related bonus, payable biannually

26 days holiday PA, plus bank holidays

Working hours are flexible – e.g. 8.30-16:30 with one hour for lunch, or 9.00-17.00 with one hour for lunch, 35 hours per week (if full time).

3 times death in service policy

Private Medical Insurance

Electric car scheme

Pension (5% employer contribution)

Hybrid working (one day from home)

Several social events throughout the year

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