Are you ready to enhance your career with one of the UK's top independent financial advisory and wealth management firms? If you are an experienced Paraplanner ready for the next move, a leading IFA firm is expanding their Research team in Hull and providing flexible hybrid working options. You will join a team of experienced Paraplanners who are working on a range of cases conducting full research and producing bespoke reports.
The Responsibilities of a Paraplanner:
Crafting bespoke investment reports that hit all the right notes for our clients
Producing, when required, tax and other complex calculations
Preparing complex financial planning reports
Researching and reviewing, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.
Participating in and delivering comprehensive financial research
Preparing and interpreting complex plan information with a view to completing transfer analysis
To be Considered:
A Diploma in Financial Planning
Knowledge, passion, and experience in personal financial planning and research
Experience in an IFA environment, with killer communication skills
Why You'll Love Working for this IFA firm:
Training and qualifications to amplify your skills and knowledge
Contributory pension scheme
A competitive salary and an annual discretionary bonus
Health benefit scheme – including digital gym subscriptions, dental and optional treatments and alternative therapies
Flexibility and a generous holiday allowance, with options to buy and sell
Enhanced parental leave to support growing families
Loyalty bonuses and extra time off, based on your dedication
An employee referral bonus scheme to keep the good vibes going
Social events that bring the team together
If you are an experienced Paraplanner looking to join a supportive environment that can provide some amazing benefit then please apply today to learn more