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My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.
My clients are a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
I am currently looking to recruit an experienced and qualified Paraplanner to join my clients existing group of administration support professionals.
The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet client needs.
Key Responsibilities
Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.
Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information.
Independently writing new suitability reports and complete technical research to a high standard for all new business including: Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIP / SSAS.
Use technical software to complete comparisons and detailed analysis of client’s contracts including reviewing the specific contract benefits and the effects should changes be made.
Assist in ensuring all client fees and company records are compliant in line with FCA regulations.
Ensure back office system is maintained detailing all ongoing actions and workflow.
Knowledge and Experience
Prior experience in a Paraplanning role within Financial Services (3+ years)
Level 4 DipPFS qualified or similar with a desire to achieve chartered status
Understanding of advice process
Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
Excellent communication skills, both written and verbally
Ability to work collaboratively with colleagues and build strong relationships
A strong work ethic and a flexible attitude
Self-motivation, resilience and a clear focus on attention to detail and a high quality output.
Excellent customer service skills
Experience working with Microsoft Word, Excel and Outlook
Knowledge of industry specific software systems
Benefits
Life cover 4 x salary
Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave).
Wellness platform with 24/7 GP access
Shopping discounts platform
Support to obtain professional qualifications with study leave and financial support with exam material
Enhanced maternity and paternity leave
Health Care Cash Plan
Enhanced employer pension contributions
Hybrid working (3 days in the office, 2 days from home, post probation)
9-5 - Mon-Fri
25 days holiday plus bank holidays
Free Parking
