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Paraplanner

Antony George Recruitment
Posted 3 days ago, valid for 16 days
Location

Saffron Walden, Essex CB11 3AQ, England

Salary

£35,000 - £45,000 per annum

Contract type

Full Time

Health Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job title is Paraplanner at a boutique financial advisory firm focused on exceptional service and teamwork.
  • The successful candidate will earn a salary between £35,000-£45,000 per annum, along with various benefits.
  • Candidates must have a minimum of 3 years of experience, preferably in an Independent Financial Advisor (IFA) environment.
  • The role involves supporting the advice process, producing reports, conducting portfolio analysis, and maintaining regulatory compliance.
  • Ideal candidates should possess a Level 4 Diploma or be actively progressing towards it, with strong communication skills and knowledge of financial services products.

Job Title:

Paraplanner

Our Client:

Our client is a boutique financial advisory firm dedicated to providing exceptional service, with a strong focus on teamwork and client relationships.

Their services include:

• Wealth Management

• Tax Planning

• Pension and Retirement Planning

• Estate Planning

Package Details:

The successful candidate will receive a Salary of £35,000-£45,000 Per Annum

Other benefits include:

• 25 days of base holiday.

• Private medical care after probation, with the option to add a partner at personal cost.

• 5% gross employer contribution to the pension.

• Health insurance providing 50% salary until retirement in case of serious illness.

• Four times life cover.

• Paid car parking.

• Discretionary bonus pool.

• Hybrid working option after probation (up to two days at home per week).

• Support for exams and personal mentoring.

• Bonus Structure

• Progression opportunities to move into advising long term if this is of interest and aligns with your goals.

Duties and Responsibilities:

Your duties will include but not be limited to:

• Support the advice process, including client liaison and communication.

• Produce standard and customised reports, including suitability reports, meeting notes, and review letters.

• Conduct detailed analysis of portfolios and prepare product research in collaboration with advisers.

• Attend client meetings, take notes, and follow up with actionable items.

• Maintain high attention to detail, ensuring complex information is communicated in a clear and client-friendly manner.

• Work to deadlines, coordinating with operations and advisory teams to manage peak periods.

• Uphold regulatory compliance throughout the advice process.

The Ideal Employee:

The ideal candidate should possess the following:

• Minimum of 3 years of experience, preferably in an IFA environment.

• Level 4 Diploma or active progress towards it.

• Strong knowledge of financial services products, particularly pensions and pension legislation.

• Proficiency in client communication across various formats (face-to-face, written, verbal).

• Familiarity with Curo/Time4Advice and Transact platform (preferred but not essential).

• Ability to work efficiently in a busy environment and collaborate with colleagues.

Experience required:

Minimum of 3 years of experience in a busy IFA practice

Qualifications required:

Level 4 Diploma or active progress towards it

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.