Paraplanner - 2 days home working and parking available

• Immediate start benefits include Group Life Cover and Group Income Protection.
• Post-probation benefits include Private Medical Insurance, Health Cash Plan, and Cycle to Work scheme.
• Workplace Pension with up to 5% salary match after a 3-month waiting period.
• 25 days annual leave plus bank holidays, with additional days for birthday and charity work. Annual leave increases after five years, up to a maximum of 30 days.

• Standard hours: Monday to Friday, 9:00 a.m. to 5:30 p.m., with flexibility required as per business needs.
• Hybrid/Flexible Work: Full-time or part-time options available. 

• £38,000 - £45,000 per annum.

• Conduct client risk assessments, research, analysis, and product selection within the remit of financial advisory services.
• Write suitability letters and recommendation reports, most commonly for investments, onshore and offshore bonds, SIPPs, and Protection.
• Perform planning work including income planning, IHT and tax calculations, Trust solutions, and cashflow planning.
• Handle calculation work including pension carry forward, Tapered Annual Allowance, IHT, CGT, and income tax calculations.
• Manage project work, such as transition projects for acquired client banks moving from existing investment structures/providers/platforms to preferred solutions.
• Manage time-driven task communications, such as ISA/pension top-ups and CGT bed and ISA actions for platform clients.
• Participate in team meetings and contribute to process improvement initiatives.
• Provide support with ad-hoc projects and administrative tasks to enhance client service delivery.
• Peer check work when required.

• CII PFS diploma qualified.
• Background in an Advisory or Investment Management firm with a good understanding of regulated advice and investment management services.
• Excellent numeracy and literacy skills, with a minimum of maths and English GCSE grades A - C (or 5 - 9).
• Ideally educated to A-level standard, or equivalent.
• Competent computer skills, including proficiency in Word and Excel; experience using client record and database systems.
• Excellent attention to detail, strong organisation and time management skills.
• Critical thinker and a good problem solver.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Excellent communication skills, both oral and written.
• Focus on client perspective and providing an excellent client experience.
• Ability to work under own initiative and as a team player.

• Opportunity to work in a supportive and professional environment.
• Focus on continuous professional development.
• Part of a team that values innovation, pragmatism, professionalism, and integrity.

To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.