Paraplanner

This hybrid-based Paraplanner job in the Wirral is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.

You will be providing paraplanning support to their team of Financial Advisors who provide holistic financial planning to clients. In addition, they regularly provide cashflow modelling to their clients.

As a Paraplanner, you would be focused on providing research, analysis and report writing support to assist the Financial Advisors in delivering quality, appropriate and compliant financial planning. Your duties will include:

• Preparing pre-approval documents prior to report writing, ensuring recommendations are appropriate
• Providing accurate, timely and compliant suitability reports
• Utilising technology to produce accurate solutions
• Undertake financial calculations including CGT and annual allowances
• Ensuring al advice documentation is compliant
• Effectively communicating internally and externally
• Working closely with the Financial Adviser’s to gather sufficient information
• Provide clear instructions to the team of Administrators to ensure proposals and documents are completed correctly

The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into advice, compliance, management etc.

Paraplanner Requirements

• You should have experience as a Paraplanner
• You should good knowledge of financial planning and have experience of writing bespoke pieces of advice for complex cases
• You should be confident undertaking research and financial calculations
• You should hold your Level 4 Diploma in Financial Planning (or equivalent) and/or working towards Chartered

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

Paraplanner Benefits

• Salary of up to £45,000 depending on experience plus company benefits
• Benefits typically include: 4x DIS, PMI, Group Income Protection, Employee Assistance Programme, Medicash, 5% employer pension and 3% employee pension, discretionary annual bonus and 28 days holiday + BHs, rising by 1 day per year up to 30 days
• Hybrid working
• 37.5 hours per week
• Excellent career progression, with individual development plans shaped around your desired career path

Locations

Wirral

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