Paraplanner
Are you an experienced and dynamic paraplanner seeking an opportunity to make a real impact on clients' financial well-being? Look no further! A Chartered Independent Financial advisory firm is seeking a high-caliber Paraplanner to join our dedicated team.
Paraplanner Salary up to £45,000
Performance-Linked Pay Increases: Your success translates into rewards, Flexible Working Hours: Achieve work-life harmony when needed, Training and Progression: Reach your career goals with internal and external training programs, Financial Qualifications: Full sponsorship for your financial advice qualifications.
As a Paraplanner, your responsibilities will include:
- Portfolio Analysis: Prepare comprehensive analysis of client portfolios.
- Technical Support: Provide essential technical support to Advisers.
- Calculations Expert: Handle complex calculations, including income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, and Cashflow Modelling.
- Research Collaboration: Work closely with Advisers to research and formulate appropriate advice.
- Recommendation Reports: Prepare thorough Recommendation Reports and supplementary documentation.
- Liaison: Regularly engage with product providers, account managers, and clients.
- Continuous Learning: Develop and maintain knowledge of financial products and markets to meet regulatory requirements and personal development needs.
To be considered:
- Previous experience in an Independent Financial Adviser practice is a must.
- Strong analytical and numerical skills are your strengths.
Reference: 52340872
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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