UA-185291695-1 Paraplanner, Jobs, 285

Paraplanner

Paraplanner - Bristol, South West England

Ref: 285Tuesday 26 October 2021

£28,000 - £34,000

An IFA firm in Bristol is looking to hire a Paraplanner to work in collaboration with the Financial Planners, Advisers, and other colleagues. The key focus of the role is to provide technical support and report writing services for planning and advisory client work.

The role will include client risk assessments, research, analysis, and product selection, within the remit of financial advisory services. For clients that have more complex planning needs, a holistic plan of ongoing solutions will need to be determined between yourself and the Adviser.

 

Responsibilities

 

Several actions that form part of the natural, ongoing process will require a degree of proactive management for the advisory clients; aspects that will require a clear and organised process, as in the ISA top-up/bed & ISA/CGT harvest that can all be managed through platform, but will require timely, clear and effective communication.

Similarly, advised drawdown clients, requiring changes to income, ad hoc FAD withdrawals and income sustainability checks will also form part of the ongoing adviser support.

Suitability letter and report-writing services in support of advisors;

Planning work; income planning, IHT and tax calculations, Trust solutions, cashflow planning;

Calculation work, including pension, carry forward, Tapered Annual Allowance, IHT, CGT, and income tax calculations, where relevant.

 

 

Relevant Skills and knowledge

 

PFS Diploma qualified

Excellent attention to detail, good organisation, and time management skills

A critical thinker and a good problem solver

Good communication skills both face to face and over the phone An ability to work under own initiative and as a team player