Paraplanner

This hybrid-based Paraplanner job in Perth is an opportunity to join a rapidly growing financial planning firm.

You will be providing a full paraplanning function to their Financial Advisors, ensuring client service and compliance are always delivered. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Your responsibilities will include:

• Preparing and maintaining client files and client reviews
• Building cash flow models
• Undertaking research to identify appropriate financial planning solutions
• Preparing recommendations and suitability reports
• Identifying areas for further financial planning
• Establishing and building strong relationships with clients

The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.

Paraplanner Requirements

• You should have 3+ years’ experience as a Paraplanner
• You should have excellent suitability report writing skills
• Experience of using cash flow modelling would be preferable
• Individuals holding full Diploma or close to achieving this would be preferable
• You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues

The Company

This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.

Paraplanner Benefits

• Salary of up to £42,000 depending on experience
• Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
• Excellent ongoing employee well being programmes
• Hybrid working

Locations

Perth

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