Technical Paraplanner Job Colchester England UK,Finance & Banking

echnical Paraplanner - Colchester /p>

Our client is looking for a Technical Paraplanner to support the operation of the East Anglia Hub, working alongside the independent financial advisers to create and recommend financial plans that meet client needs. /p>

Key Responsibilities ul> li>Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. /li>

Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. /li>

Independently write new sustainability 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, SIPP / SSAS. /li>

Use technical software to complete comparisons and detailed analysis of a client's contracts including reviewing the specific contract benefits and the effects should changes be made. /li>

Assist in ensuring all client fees and company records are compliant in line with FCA regulations. /li>

Ensure back-office system is maintained during all ongoing actions and workflow. /li> nowledge & Experience ul> li>Prior experience in Paraplanning role within financial services (3+ years) /li>

Level 4 DipPFS qualified or similar with desire to achieve Chartered status /li>

Understanding of the advice process /li>

Exceptional organisational skills, able to work well under pressure and adapt to changing priorities /li>

Excellent communication skills, both written and verbally /li>

Ability to work collaboratively with colleagues and build strong relationships /li>

A strong work ethic and a flexible attitude /li>

Self-motivation, resilience and a clear focus on attention to detail and a high-quality output /li>

Excellent customer service skills /li>

Experience working with Microsoft Word, Excel and Outlook /li>

Knowledge of industry specific software systems /li> enefits ul> li>25 days annual leave plus public holidays /li>

Life cover - x4 basic salary /li>

Healthcare cash plan /li>

Free mortgage advice /li>

1 day community involvement leave per annum /li>

Employee Assistance Programme /li>

Shopping discount platform /li>

Free parking /li> p>Hybrid working - opportunity to work from home 2 days per week on successful completion of probation period /p>#J-18808-Ljbffr


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