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Financial Planning Assistant

2 months ago

Reading, Reading, United Kingdom Premier Jobs UK Limited Full time
{"title": "Paraplanner Role", "content": "Job Summary

We are seeking a skilled Paraplanner to join our team at Premier Jobs UK Limited. As a Paraplanner, you will play a crucial role in providing research, analysis, and report writing support to our Financial Advisors.

Key Responsibilities
  • Prepare pre-approval documents and ensure recommendations are appropriate
  • Provide accurate, timely, and compliant suitability reports
  • Utilize technology to produce accurate solutions
  • Undertake financial calculations, including CGT and annual allowances
  • Ensure all advice documentation is compliant
  • Effectively communicate internally and externally
  • Work closely with Financial Advisors to gather sufficient information
  • Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly
About the Company

Premier Jobs UK Limited is a growing IFA firm led by highly respected names within the industry. We are currently on a rapid growth phase, with £4.5bn of AuM, and are looking to build a strong team of passionate and skilled team members.

What We Offer
  • Salary of £35,000 - £40,000 depending on experience plus company benefits
  • 4x DIS, PMI, Group Income Protection, Employee Assistance programme, medicash, 5% pension (company matched up to 10%), discretionary bonus of 10%, and 24 days holiday + bank holidays, rising up to 30 days
  • Hybrid working
  • Excellent career progression, with individual development plans shaped around your desired career path
Requirements
  • Experience as a Paraplanner
  • Good knowledge of financial planning and experience of writing suitability reports
  • Confidence in undertaking research and financial calculations
  • Level 4 Diploma in Financial Planning (or equivalent) or willingness to work towards this (support provided)
Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts is accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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