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We are currently looking for a Remote Paraplanner to join our clients, a highly successful and expanding practice in North Yorkshire.
Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate would ideally be Level 4 Diploma qualified or working towards, with 2 years of experience in providing support in a Financial Planning firm.
The successful Paraplanner will be offered:
- Basic Salary between £30,000 - £40,000
- Great Progression Opportunities
- Training/ Exams covered
- Great Benefits
Working Hours:
- Monday – Friday | 9 – 5
- Remote working
To be considered for the Paraplanner role you must have:
- 2 years of previous experience working within an IFA practice
- Organised and methodical with excellent attention to detail
- Ability to prioritise, and meet targets and deadlines
- Effective communication skills both written and verbal
- Strong analytical and numerical skills
- Strong IT skills, specifically in Microsoft Word, Excel, and Outlook
Responsibilities for the role of Paraplanner:
- Preparing analysis of the client’s existing portfolio
- Provision of technical support to Advisers
- Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
- Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
- Working closely with the Adviser to research and formulate appropriate advice
- Preparation of Recommendation Reports and supplementary documentation
- Adherence to compliance procedures, core values and high standards of client service
- Regular liaison with product providers, account managers and clients
- Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
