Paraplanner

Paraplanner - Cardiff, Wales

Ref: 1594Tuesday 11 June 2024

Up to £42,000

A small, well-established Independent Financial Adviser (IFA) business seeking a dedicated Paraplanner to join their team. This is a fantastic opportunity to play a key role in a firm that values expertise and professionalism.

Salary: £34,000 - £42,000 per annum (depending on experience and qualifications)

Hybrid working is on offer with 2 days in the office with opportunity as you progress in the role to work more days at home. 

Main Duties:

  • Client Data Management: Inputting and maintaining client data using our back-office system.
  • Client Review Reports: Preparing comprehensive review reports, compiling various documents including valuations, for client meetings.
  • Administrative Support: Sending off Letters of Authority and requesting existing plan details from providers.
  • Product Research: Conducting detailed product research using a range of industry software for investments, pensions, mortgages, and protection products.
  • Compliance: Producing compliant suitability reports and illustrations.
  • Application Processing: Preparing and processing applications.
  • Meeting Coordination: Arranging and scheduling client meetings.
  • Industry Knowledge: Maintaining up-to-date product and general industry knowledge.
  • Communication Records: Recording client communications accurately.
  • Tax Calculations: Completing tax calculations where necessary.

Requirements:

  • Experience: Previous experience in IFA Paraplanning.
  • Technical Skills: Proficient with Microsoft Office Suite – Outlook, Word, and Excel.
  • Attention to Detail: Exceptional attention to detail.
  • Preferred Skills: Experience with Intelliflo, Cashcalc, and FE Analytics is highly desirable.

Benefits:

  • Competitive Salary: £34,000 - £42,000 per annum, depending on experience and qualifications.
  • Flexible Working: Opportunity for a hybrid working arrangement.
  • Pension Scheme: Company pension plan.
  • Convenience: Free on-site parking.

Why Join Us? Become an integral part of a stable and supportive team in a reputable IFA business. Enjoy the benefits of a competitive salary, a flexible working environment, and the opportunity to develop your career within a firm that values your expertise.

 

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.