Back to search
Do you have an analytical and client focused mindset? Are you passionate about financial planning?Our client, a leading specialist in investment management and financial planning, is looking for a Paraplanner to join their team. This role would suit someone with some paraplanner experience who is looking to develop their career in a collaborative work environment.About the role:
- Undertake client risk assessments and research
- Prepare suitability letter and recommendation reports for a range of products
- Assist with planning, including income planning, IHT and tax calculations
- Undertake calculations including pensions carry forward, tapered annual allowances and income tax
- Manage project work and time sensitive client communications
- Work with the wider team to provide excellent client service
About you:
- CII PFS Diploma qualified, with experience as a Paraplanner
- Excellent numeracy and literacy skills (minimum GCSE grades A-C/5-9 in Maths and English)
- Strong computer skills, including competency in Word, Excel, and client record/database systems
- Excellent attention to detail, strong organisation, and time management skills
- Critical thinker with strong problem-solving abilities
- Ability to manage multiple tasks and meet deadlines in a fast-paced environment
- Strong written and verbal communication skills
If you are an analytical professional with a passion for financial planning and a commitment to delivering high-quality work, we would love to hear from you.
