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Opportunity for a Paraplanner
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.
About the Role
As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.
Responsibilities
- Providing technical paraplanning support across a broad range of financial planning cases.
- Working closely with advisers to identify suitable financial planning strategies that meet clients' objectives.
- Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
- Producing cashflow models, financial reports and suitability documentation.
- Reviewing investment portfolios and supporting asset allocation recommendations in line with clients' risk profiles.
- Preparing client review packs, investment performance reports and supporting documentation.
- Obtaining quotations, product information and research to compare suitable financial solutions.
- Liaising with clients, providers and third parties to ensure cases progress efficiently.
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Requirements
- Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
- At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
- Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
- Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
- Experience within pension transfers and knowledge of inheritance tax planning and investment products.
- Strong understanding of current financial services legislation and regulatory requirements.
- Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint
What's on Offer
- Competitive Salary
- RO exam study support, including funded first exam attempt.
- Care Cashback Plan (after successful completion of probation).
- Work-from-home Fridays (subject to business needs).
- Annual leave increasing with service (up to 25 days).
- Long service recognition and additional leave
- Three additional days off at Christmas.
- Access to an on-site gym.
- Company pension scheme.
- Staff discount.
- Birthday leave.
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Important Information
We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies and Employment Businesses Regulations 2003.
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