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Paraplanner

Posted: 01/11/24
Recruiter:Uniting People
Reference:2843034142
Type:Contract
Salary:Competitive
Location:Stoke-on-trent, Staffordshire
Description:

6-month Fixed Term Contract
Mon-Fri 8.30am-5.00pm/8.00am-4.30pm

Salary DOE
Hybrid working available

Are you a Paraplanner with a passion for client service and a desire to contribute to a growing firm?

You will play a vital role in supporting a Financial Adviser that takes an holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.

An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.

Role of Paraplanner:

  • As a Paraplanner you will be dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, IHT Income and other more complex products
  • Interpreting data, obtaining information, quotes, analysing products, managing all documents required for various industry regulations
  • Responsible utilising various platforms to research, collate data, scenario planning etc to produce detailed case reports, research, creating illustrations and preparing valuations ready for client meetings
  • Applications to Financial Institutions
  • Stay up to date with industry regulations and compliance requirements.
  • Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch

Candidate Experience:

  • Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar
  • Proven background in Paraplanning is essential
  • Excellent communication skills
  • Strong numeric & analytical skills
  • Strong team player
  • Work well under pressure to meet deadlines
  • Strong work ethic
  • Tech Savvy

Benefits:

  • Company pension
  • 28 days holiday inc bank holidays
  • Birthday off
  • Free parking
  • Company events
  • Healthcare after probation
  • Training and qualification opportunities

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