Paraplanner

Paraplanner job - an excellent opportunity to join a growing independent financial planning firm

This Paraplanner job provides a fantastic opportunity to join an established financial planning business where you'll support Advisers with high quality technical work, research and suitability report writing. If you enjoy working in a collaborative office environment and want to build your technical capability within a firm that actively supports development, this could be an ideal next step.

In this role, you will be part of a close knit support team, undertaking detailed research across pensions, investments and protection. You will be involved in the end to end advice process runs smoothly for clients.

• Preparing accurate and compliant suitability reports
• Undertaking detailed product research and financial analysis
• Supporting Advisers with client review packs and case preparation
• Managing post meeting actions, liaising with providers and obtaining outstanding information
• Ensuring files meet compliance and internal documentation standards

• Essential:
  Experience as a Paraplanner or Senior IFA Administrator
• Essential:
  Strong pensions and investments knowledge
• Essential:
  Experience writing suitability reports
• Desirable:
  Level 4 Diploma in Regulated Financial Planning (or working towards it)
• Desirable:
  Experience using financial planning software or cashflow tools

A well established, growing financial planning firm that provides independent advice to private and corporate clients. They have a loyal, long standing team and a supportive office culture, with a genuine focus on development and doing things properly.

• Salary typically in the region of £40,000 - £45,000 depending on experience
• Company benefits include 22 days holiday + bank holidays + office closed between Christmas and New Year at Director's discretion, 4x DIS, 2x critical illness, health cash plan
• Free car parking available on site
• Financial support towards industry qualifications plus study leave provided to assist in obtaining Chartered status
• Office-based with some flexibility depending on experience
• Supportive working environment with long term progression opportunities

Ideal for candidates within commuting distance of Meriden.