Paraplanner

Mon-Fri 8.30am-5.00pm/8.00am-4.30pm will consider full or part-time

Newcastle-under-Lyme

Salary DOE

Are you an experienced Paraplanner with a passion for client service and a desire to contribute to a growing firm?

You will play a vital role in supporting a Financial Adviser that takes a holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.

An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.

• As a Paraplanner you will be dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPs, VCTs, EISs, IHT Income and other more complex products
• Interpreting data, obtaining information, quotes, analysing products, managing all documents required for various industry regulations
• Responsible utilising various platforms to research, collate data, scenario planning etc to produce detailed case reports, research, creating illustrations and preparing valuations ready for client meetings
• Applications to Financial Institutions
• Stay up to date with industry regulations and compliance requirements.
• Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch

• Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar
• Proven background in Paraplanning is essential
• Strong numeric & analytical skills
• Strong team player
• Work well under pressure to meet deadlines