Are you an experienced and dynamic paraplanner seeking an opportunity to make a real impact on clients' financial well-being? Look no further! A Chartered Independent Financial advisory firm is seeking a high-caliber Paraplanner to join our dedicated team.
Paraplanner Salary up to £45,000
Performance-Linked Pay Increases: Your success translates into rewards, Flexible Working Hours: Achieve work-life harmony when needed, Training and Progression: Reach your career goals with internal and external training programs, Financial Qualifications: Full sponsorship for your financial advice qualifications.
As a Paraplanner, your responsibilities will include:
- Portfolio Analysis: Prepare comprehensive analysis of client portfolios.
- Technical Support: Provide essential technical support to Advisers.
- Calculations Expert: Handle complex calculations, including income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, and Cashflow Modelling.
- Research Collaboration: Work closely with Advisers to research and formulate appropriate advice.
- Recommendation Reports: Prepare thorough Recommendation Reports and supplementary documentation.
- Liaison: Regularly engage with product providers, account managers, and clients.
- Continuous Learning: Develop and maintain knowledge of financial products and markets to meet regulatory requirements and personal development needs.
To be considered:
- Previous experience in an Independent Financial Adviser practice is a must.
- Strong analytical and numerical skills are your strengths.