Paraplanning Expert

Headturner Search is seeking an exceptional Paraplanning Expert to join their dynamic and rapidly expanding national IFA business.

We are looking for a highly ambitious team player with a growth mindset and strong work ethic, who has a keen eye for detail and is prepared to go the extra mile for clients and colleagues. The ideal candidate will have a care for community, a strong social and moral compass, and excellent communication skills.

The role involves assisting in and supporting the functioning of the technical department, helping achieve outstanding client outcomes, business objectives, and regulatory obligations. Key responsibilities include preparing review packs for client meetings, writing client reports and recommendations letters, preparing advice packs and application/nomination forms, submitting requests for information to providers, keying amendments and adjustments to policies and new applications, cashflow planning, research using various tools, and submitting business and maintaining client records on Intelligent Office and Sharepoint systems.

To be successful in this role, you'll need a minimum of 2 years paraplanning/technical report writing financial services experience, which may have been in report writing/technical support and/or paraplanning. Ideally, you'll be at least level 4 qualified and possibly on the journey to becoming chartered. You'll also possess an understanding of relevant regulation and legislation, investment, retirement, and protection products, and attitude to risk.

In return for your hard work and dedication, we offer a competitive salary of £45,000 - £60,000 per annum, depending on experience, plus benefits including 25 days paid holiday, matched pension contribution up to 4% earnings, annual discretionary bonus, £50k Critical Illness Cover, 4 x Death in Service, private medical insurance, additional support for training and development, carbon footprint off-setting, and two paid volunteering days per annum supported as part of our community support programme.