Paraplanner

My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.

My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.

I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals.

The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients’ needs.

• Ensure that client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.
• Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information.
• Independently writing new suitability reports and complete technical research to a high standard for all new business including:
  Offshore bonds, Onshore/Offshore bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations,  /AIM/EIS/VCT/DGT & Trust investments, SIP/SSAS.
• Use technical software to complete comparisons and detailed analysis of client’s contracts including reviewing the specific contract benefits and the effects should changes be made.
• Assist in ensuring all client fees and company records are compliant in line with FCA regulations.
• Ensure back office system is maintained detailing all ongoing actions and workflow.

• Prior experience in a Paraplanning role within Financial Services (3+ years)
• Level 4 DipPFS qualified or equivalent with a desire to achieve chartered status
• Understanding of advice process
• Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
• Excellent communication skills, both written and verbally
• Ability to work collaboratively with colleagues and build strong relationships
• A strong work ethic and a flexible attitude
• Self-motivation, resilience and a clear focus on attention to detail and a high quality output.
• Excellent customer service skills
• Experience working with Microsoft Word, Excel and Outlook
• Knowledge of industry specific software systems

• Life cover 4 x salary
• Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave)
• Wellness platform with 24/7 GP access
• Shopping discounts platform
• Support to obtain professional qualifications with study leave and financial support with exam material
• Enhanced maternity and paternity leave
• Health Care Cash Plan
• Enhanced employer pension contributions
• Hybrid working (3 days in the office, 2 days from home, post probation)
• 9-5 - Mon-Fri
• 25 days holiday plus bank holidays
• Free Parking