Paraplanner

36month Fixed Term Contract

MonFri 8.30am5.00pm/8.00am4.30pm will consider full or parttime

NewcastleunderLyme

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.

Role of Paraplanner:

• 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

Candidate Experience:

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