Paraplanner

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