Financial Planning Expert
2 weeks ago
A highly rewarding opportunity has arisen for a skilled Paraplanner to join our team at Premier Jobs UK Limited. With a salary of up to £45,000 depending on experience, this role offers excellent career progression and the chance to work with a growing company.
Job Description:
We are seeking an experienced Paraplanner who can provide high-quality support to our Financial Advisors in delivering comprehensive financial planning solutions to clients. The ideal candidate will have a strong understanding of financial planning principles and be able to produce accurate, compliant suitability reports.
The successful candidate will also possess excellent communication skills, both internally and externally, and be able to effectively communicate complex financial information to clients. As a key member of our team, you will play a vital role in helping us achieve our goal of providing exceptional customer service and building long-lasting relationships with our clients.
Key Responsibilities:
- Prepare pre-approval documents and suitability reports, ensuring all recommendations are appropriate and compliant.
- Utilize technology to produce accurate solutions and financial calculations, including CGT and annual allowances.
- Ensure all advice documentation is compliant and meet regulatory requirements.
- Communicate effectively with clients, colleagues, and other stakeholders to ensure seamless delivery of services.
- Work closely with our Financial Advisors to gather sufficient information and deliver tailored financial solutions.
Requirements:
- Proven experience as a Paraplanner, with a strong knowledge of financial planning principles and practices.
- Excellent research and analytical skills, with the ability to produce clear and concise reports.
- Strong communication and interpersonal skills, with the ability to build effective relationships with clients and colleagues.
- Hold a Level 4 Diploma in Financial Planning (or equivalent) and/or working towards Chartered status.
Benefits:
- Competitive salary of up to £45,000 depending on experience.
- Hybrid working arrangements, with flexibility to work from home or in the office.
- 37.5 hours per week, with opportunities for overtime and professional development.
- Excellent career progression, with individual development plans shaped around your desired career path.
- A range of benefits, including pension scheme, health insurance, and employee assistance program.
About Us:
Premier Jobs UK Limited is a dynamic and growing IFA firm, led by highly respected names within the industry. We are committed to delivering exceptional customer service and building long-lasting relationships with our clients. Our team is passionate about financial planning and dedicated to helping individuals achieve their financial goals.
Location:
The role is based in Wirral, with easy access to public transportation and amenities. We offer a flexible and supportive working environment, with opportunities for career growth and development.
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