Paraplanner

About the role:

Our client is currently looking for an experienced Paraplanner with excellent communication skills and experience in writing complex financial planning reports on issues such as Inheritance Tax Trusts Pensions Investments and Wealth Management.

This is a demanding role and will involve all aspects of supporting an Independent Financial Adviser in preparing and implementing financial plans for clients assisting with client communication and followup and maintaining accurate and uptodate client records. You will be expected to be able to engage with the other departments within the business to ensure that client service is delivered successfully.

Requirements:

• The ideal candidate will preferably be progressing towards or qualified to advanced diploma/chartered (Level 6). Being a team player ability to prioritise hard working
  

• The candidate will ideally be at least holding a diploma (Level 4) and have qualified experience in report writing 23 years experience previously in Paraplanning
  

• Experience of using XPlan platform software and Microsoft Excel will be an advantage but full training can be provided.
  

• The candidate will ideally be at least Diploma (Level 4) qualified but preferably progressing towards or qualified to Advanced Diploma/Chartered (Level 6). They provide support with ongoing study and will require candidates to take further qualifications to gain Chartered status and to take part in Continuous Professional Development (CPD).
  

• This is a full time office based employed role. The role comes with the potential of an annual discretionary bonus pension scheme membership group life and group income protection cover.
  
  

Compensation:

• Salary is negotiable based on experience
  

Benefits:

• Annual discretionary bonus December
  

• Up to 20% of the basic salary
  

• Based on individual performance
  

• Monitored more on accuracy How many changes have to be made before going out
  

Additional Benefits:

• Pension scheme membership 2.5%/5% full salary going up to 9% employer after 5 years 25 days plus bank holidays Birthday off.