Paraplanner

Paraplanner - Lincoln, East Midlands

Ref: 1540Tuesday 19 March 2024

Up to £48,000

Join a vibrant Paraplanning team at a national IFA

Are you a meticulous and dedicated Paraplanner looking for an opportunity to be part of a dynamic team? A rapidly expanding independent financial adviser services organisation, is on the lookout for someone like you!

The salary range is up to £48,000 + hybrid working, Bonus, Life Insurance, professional development and staff events.

this role is full time but they will consider someone part time

Overview of company:

  • Fun & Friendly Culture: Enjoy a workplace that’s as enjoyable as it is professional.
  • Flexibility: We value work-life balance and offer a flexible working environment.
  • Team Spirit: Work with a team where everyone, regardless of their position, is approachable and supportive.
  • Growth Opportunities: The more you invest in your role, the more rewarding your experience will be.

 

Your Role:

  • Prepare accurate suitability reports and letters within set deadlines.
  • Ensure all client work is compliant and well-documented.
  • Conduct comparative and technical research for client recommendations.
  • Engage in tax planning analysis and cashflow modelling.
  • Gain a comprehensive understanding of clients’ financial positions.
  • Collaborate with IFAs to discuss client objectives and gather necessary information.
  • Respond to client queries with thorough investigations and accurate information.
  • Perform annual reviews in accordance with service level agreements.

 

To be considered:

  • Paraplanning experience required
  • Level 4 Diploma
Cookies on this website
We to ensure that we give you the best experience on our website. If you wish you can restrict or block cookies by changing your browser setting. If you continue without changing your settings, we'll assume that you are happy to receive all cookies on this website.