Paraplanner

**Job Title/Location**: Paraplanner - Crewe (can work in one of four local offices)
- **Salary**: £35,000 - £42,000 + bonus c.£6,500 + 9% pension
- **WFH**: Once training is complete, you can WFH 2 days per week
- **Requirements**: At least 2 years paraplanning experience and Level 4 Qualified
- **Role Snapshot**: Work alongside Advisers, develop a client financial plan, perform periodic client reviews, suitability reports, collate recommendations and build relationships with Providers

**The Company**:Our client is an expanding IFA business with a new office opening shortly in the Midlands. Our client focuses on pensions, IHT and various investment portfolios, providing a highly personalised financial planning service. Currentlyhave a need for 2 Paraplanners, 1 Trainee Paraplanner and shortly will be adding around 4-5 Advisors to continue this growth.

**The Role**: The Paraplanner role comes with a wide ranging set of responsibilities, including:

- Develop a financial plan for new & existing clients liaising with the Adviser
- Perform periodic reviews of client circumstances to identify any potential planning needs to refer to the Adviser
- Preparation of illustrations and key features
- Produce reports by collating information from various sources
- Administering fund switches and portfolio rebalances
- Prepare suitability reports and write recommendations
- Completing compliance documentation and spreadsheets as necessary
- Responding to client correspondence in a timely and professional manner
- Preparing and maintaining the client file

**Skills / Experience Required**:For Paraplanner role, you must have at least 2 years paraplanning experience and already be Level 4 Qualified. You should be strong with MS Office, a confident communicator, professional and willing to learn/developfurther.

**Additional Information**: The salary for the Paraplanner role is £35,000 - £42,000 with a monthly bonus that annually will total around £6,500 and a 9% pension contribution in addition. There is the flexibility to work out of any one of fouroffices mentioned above and also to WFH 2 days per week.

**_The Paraplanner _**_**position is one of a number of vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 25 years of experience in this field.Areas of expertise include IFA Administration, compliance, customer services, pensions admin/technical roles, mortgage administration, paraplanners, marketing, underwriters and IT related roles. Check the website and feel free to call Darren Snell at any time.**_