Paraplanner

enable Recruitment

Posted 3 days ago, valid for a month

Wokingham, Berkshire RG41 2NU, England

£45,000 - £54,000 per annum

Full Time

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Sonic Summary

An award-winning independent financial advice firm is seeking to expand its Paraplanning team.
The role requires 3+ years of paraplanning experience and a CII Level 4 Diploma in Regulated Financial Planning.
Candidates should be proficient in systems like Voyant and FE Analytics, with strong knowledge of Pension Transfers and DB Transfers.
The position offers a salary of up to £45,000, along with a bonus scheme, flexible working, and progression opportunities.
Successful applicants will provide paraplanning support, produce technical documents, and manage workflow while adhering to FCA requirements.

We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Paraplanning team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!What you'll be doing:

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

What you need to apply:

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

What's in it for you?

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

What next?Hit apply or contact Dan directly!

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