Paraplanner

Posted 19 April by ACS Recruitment Solutions Ltd
Easy Apply Featured
Competitive salary
Market Harborough , Leicestershire
Permanent, full-time
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Posted by ACS Recruitment Solutions Ltd
Paraplanner
Market Harborough
Hours - Monday to Friday full time
Salary - up to £45k plus bonus and other benefits

Our client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced Paraplanner to join their friendly team. This role will involve providing technical support to the Business Owner and 2-3 Wealth Managers, assisting in meeting preparation, and crafting detailed Suitability Letter reports that document client advice. The company encourage a supportive environment for career progression and development.

Key Responsibilities:

  • Collaborate with advisers to prepare client recommendations and draft detailed suitability reports, focusing on pension transfers, drawdown, and inheritance tax planning.
  • Compile cash flow reports and conduct thorough analysis of current plans, including comparing fund data, charges, and performance metrics.
  • Preference for candidates with St James's Place (SJP) experience and familiarity with tools such as Voyant and FE Analytics.
  • Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
Key Skills Required:

  • Minimum 2 years of experience in paraplanning or financial advisory roles.
  • Proficient in writing suitability reports with a focus on pension transfers, drawdown, and inheritance tax planning.
  • Strong experience in assembling cash flow reports and conducting detailed analysis of financial plans.
  • SJP experience would be a significant advantage.
  • Experience with Voyant and FE Analytics is preferred.
  • Diploma not necessary but must possess a strong knowledge base in financial planning.
What is on offer:

  • Full exam support and study leave.
  • 22 days holiday plus bank holidays (increases with service).
  • Flexible start/finish times.
  • Competitive remuneration package.
  • Collaborative and friendly work environment.
  • Pension and incentive schemes.
If interested, please apply here or call Kim in our Kettering team to discuss further.

Required skills

  • paraplanning

Reference: 52507389

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