Paraplanner

Are you the experienced paraplanner we are looking for to work in our highly efficient and well-regarded adviser support team?

If you are ambitious, hardworking, keen to learn and you share our core values, you will fit in well here. We are a successful and growing business that prides itself on giving its team members the career chances they deserve.

We are a forward-thinking business keen to hire the best people we can. This role could be more office-based or hybrid.

This is a fantastic opportunity to take on a key paraplanner role in a 100-person strong wealth management business. We are a firm that rewards hard work and effort, and you can grow your skills and achieve your career objectives with us. We are an extremelywell set up business with strong values, full of highly experienced and qualified individuals including several Chartered Planners and we are a place where you will be encouraged and supported to learn.

Whilst you'll be coming to us as an experienced paraplanner with knowledge of specialist research and cashflow software, this is a chance to learn from some of the best in the industry and take your level of skills, knowledge and career to new heights.

Working in our central paraplanning team and supporting the Financial Planners in research and analysis to meet their client needs and objectives, duties will include:

- Suitability report writing - ISAs, GIAs, pensions, protection and top ups.
- Completing more technical work such as estate planning, DC pension transfers, SSAS, group protection and pension switches.
- Carrying out complex calculations for carry forward, chargeable events/bond withdrawals, CGT and ISA allowances.
- Assisting with technical queries.
- Using FE Analytics for the research process.
- Analysing client data and preparing cash flow analyses.
- Putting together review packs and reviewing LOAs.
- Developing and maintaining internal relationships to help maintain business flow and meet agreed targets.
- Assisting the Financial Planners with client presentations and any other activities as agreed.
- Ensuring that all regulatory and compliance standards are met.
- Liaising with product providers and other relevant third parties.
- Promoting the profile of the business within the profession and wider communities.

**Benefits**

25 days holiday, matched pension contribution up to 4%, DIS.

**Additional Information**

Hybrid and office-based working options available.

**Essential Skills**:

- At least two years paraplanning experience (consideration will be given to applicants with less experience who are exceptional).
- CII Diploma or equivalent.
- Excellent people skills.
- Be confident and good at building and maintaining relationships.
- Be able to communicate solutions to often complex issues.
- Be highly organised and be able to work to tight deadlines.
- Punctual with a good telephone manner.
- Experience of using Intelligent Office, VoyantGo and FE Analytics desired.

Keywords: Paraplanner, IFA, report writer, CII, level 4, wealth, FCA, Diploma, adviser, planner, financial adviser, hybrid, pensions, life, investments, cashflow, suitability, technical, FE Analytics, Intelligent Office.

**About Company**

Westminster Wealth is a privately owned Independent Financial Planning and Wealth Management organisation founded in 2000. The two principals, Kevin Hughes and Martin Lockyer, have been working together since 1989 and have seen the industry change many timesover. The firm currently stands at 39 fee earners, with a similar number of compliance and support staff.

Westminster Wealth Management is one of the largest independent, Chartered firms in the UK and we are committed to retaining our independent status.

With experts in every field we can cater for every financial need, with global insight and extremely thorough compliance and evaluation of all investment platforms, we look at the whole of the market to provide bespoke advice based on your circumstances,goals and objectives. We can offer our services to individuals, corporations and many others.

We are guided by our closely held core values which are Independence, Integrity, Excellence, Relationships, Accountability and Enjoyment.