- Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
- Produced technical documents for the advisers based on the research and requirements of the client
- Managing workflow and organisation of ongoing workload
- Adhering to FCA requirements and Compliance Policies
- Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.
- 3+ Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection.
- CII Level 4 - Diploma in Regulated Financial Planning
- Strong knowledge of Pension Transfers & DB Transfers
- A basic salary of up to £45,000 dependent on experience and qualifications
- Bonus scheme
- Flexible working structure with working from home and flexitime offered
- Social opportunities throughout the year
- Exam funding and support
- Progression opportunities into different areas of the business, depending on which way you see your career heading!
- Generous annual leave allowance