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Senior Paraplanner

4 months ago

Market Harborough, Leicestershire, United Kingdom ACS Recruitment Solutions Ltd Full time
Senior ParaplannerMarket HarboroughHours - Monday to Friday full timeSalary - up to £45k plus bonus and other benefitsOur client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced/Senior Paraplanner to join their friendly team. This role will involve providing technical support to the Business Owner and 2-3 Wealth Managers, assisting in meeting preparation, and crafting detailed Suitability Letter reports that document client advice. The company encourage a supportive environment for career progression and development.Key Responsibilities:
  • Collaborate with advisers to prepare client recommendations and draft detailed suitability reports, focusing on pension transfers, drawdown, and inheritance tax planning.
  • Compile cash flow reports and conduct thorough analysis of current plans, including comparing fund data, charges, and performance metrics.
  • Preference for candidates with St James's Place (SJP) experience and familiarity with tools such as Voyant and FE Analytics.
  • Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
Key Skills Required:
  • Minimum 2 years of experience in paraplanning or financial advisory roles.
  • Proficient in writing suitability reports with a focus on pension transfers, drawdown, and inheritance tax planning.
  • Strong experience in assembling cash flow reports and conducting detailed analysis of financial plans.
  • SJP experience would be a significant advantage.
  • Experience with Voyant and FE Analytics is preferred.
  • Diploma not necessary but must possess a strong knowledge base in financial planning.
What is on offer:
  • Full exam support and study leave.
  • 22 days holiday plus bank holidays (increases with service).
  • Flexible start/finish times.
  • Competitive remuneration package.
  • Collaborative and friendly work environment.
  • Pension and incentive schemes.
If interested, please apply here or call Kim in our Kettering team to discuss further.