Paraplanner

Join a vibrant Paraplanning team at a national IFA

Are you a meticulous and dedicated Paraplanner looking for an opportunity to be part of a dynamic team? A rapidly expanding independent financial adviser services organisation, is on the lookout for someone like you!

The salary range is up to £48,000 + hybrid working, Bonus, Life Insurance, professional development and staff events.

this role is full time but they will consider someone part time

Overview of company:

• Fun & Friendly Culture: Enjoy a workplace that’s as enjoyable as it is professional.
• Flexibility: We value work-life balance and offer a flexible working environment.
• Team Spirit: Work with a team where everyone, regardless of their position, is approachable and supportive.
• Growth Opportunities: The more you invest in your role, the more rewarding your experience will be.

Your Role:

• Prepare accurate suitability reports and letters within set deadlines.
• Ensure all client work is compliant and well-documented.
• Conduct comparative and technical research for client recommendations.
• Engage in tax planning analysis and cashflow modelling.
• Gain a comprehensive understanding of clients’ financial positions.
• Collaborate with IFAs to discuss client objectives and gather necessary information.
• Respond to client queries with thorough investigations and accurate information.
• Perform annual reviews in accordance with service level agreements.

To be considered:

• Paraplanning experience required
• Level 4 Diploma