Paraplanner

1 month ago

Newcastle under Lyme, United Kingdom CV-Library Full time

Mon-Fri 8.30am-5.00pm/8.00am-4.30pm
Competitive salary
Hybrid working available
Are you a Paraplanner with a passion for client service and a desire to contribute to a growing firm?
You will play a vital role in supporting a Financial Adviser that takes an holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.
An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.
Role of Paraplanner:
* As a Paraplanner you will be dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, IHT Income and other more complex products
* Interpreting data, obtaining information, quotes, analysing products, managing all documents required for various industry regulations
* Responsible utilising various platforms to research, collate data, scenario planning etc to produce detailed case reports, research, creating illustrations and preparing valuations ready for client meetings
* Applications to Financial Institutions
* Stay up to date with industry regulations and compliance requirements.
* Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch
Candidate Experience:
* Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar
* Proven background in Paraplanning is essential
* Excellent communication skills
* Strong numeric & analytical skills
* Strong team player
* Work well under pressure to meet deadlines
* Strong work ethic
* Tech Savvy
Benefits:
* Company pension
* 28 days holiday inc bank holidays
* Birthday off
* Free parking
* Company events
* Healthcare after probation
* Training and qualification opportunities

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