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Paraplanner

2 months ago

West Bridgford, United Kingdom CV-Library Full time

Are you an experienced Paraplanner looking to join a company that strongly focuses on employee wellbeing and can offer hybrid working?

We've recently taken on a new position for a Paraplanner to join our clients, a well-established Financial Planning firm in Nottingham. For the right individual, they are offering great earning potential, career path, and hybrid working. 

Ideally, they are looking for someone who has at least 3 years of paraplanning experience.

Working hours:

Monday to Friday 

Hybrid working 

The successful Paraplanner will be offered:

£30,000 - £40,000 Basic (depending on experience)

26 days holiday + bank holidays

Additional holidays with longer service

Life insurance,

Online GP service

Onsite parking - paid for by the company

Mobile phone.

To be considered for the Paraplanner role you must have the following:

Diploma status and at least 3 years of paraplanning experience

Strong technical knowledge about investment, pension, and life assurance products including their benefits and taxation.

Good understanding of tax allowances, trusts, and business structures as part of a financial plan.

Experience with using a cashflow forecasting system, ideally Voyant.

Great attention to detail, a positive approach, and a problem-solving mindset.

As a Paraplanner, your role will involve:

Working collaboratively with financial planners, you will help advise clients. You will create lifetime cash flow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan with our summary advice, accompanied by a suitability report for regulated recommendations.

You will support other members of the team, being responsible for their technical development and ongoing learning.

Using your experience with defined benefit pensions, you will prepare the necessary assessments and advice for clients when required and support other members of the team in this area.

Ensuring financial plans and ongoing reviews for clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.

A place on our Investment & Research Committee so you can shape the advice given.

Maintaining and developing our templates, calculators, and input into process development