About the job Paraplanner
My client is seeking an accomplished paraplanner to join their technical support team. They can offer a development path to becoming a financial adviser or technical specialist.
They have solid plans for growth and invest in their people and processes, so the team has the best resources available to do their job well and enjoy working together.
They offer exceptional financial planning for medical professionals. Their advisers are committed to excellence and have a deep understanding of the financial matters critical to their clients, advising on pensions, investments, estate and succession planning and tax-efficient products.
Their unique financial planning process has been developed over years of delivering expert, comprehensive advice, and this bespoke service ensures clients' complex needs are met.
This is a varied and responsible role providing technical support to ensure client advice is exceptional and appropriate. Working with the broader team to ensure the smooth and effective handling of client matters responsibilities will involve:
- Support the financial planners
- Technical analysis
- Providing recommendations
- Drafting client reports
- Attending client meetings
- Liaison with clients
- Ensure integrity of client files and quality assurance
- Liaison and mentoring the wider support team
They offer hybrid working (2/3 days per week) and a bespoke training programme with a competitive bonus and benefits package.
The ideal candidate will have:
Minimum 3 years of experience in a paraplanning capacity
Diploma qualified with progress or commitment to Chartered financial planner status and beyond
Good academic qualifications
- Salary: £45-£65,000
- Pension scheme
- Group life assurance.
- Income protection.
- Private medical insurance
- Discretionary Bonus scheme
- 25 days holiday
- Long Service Incentives
- Exam support programme to Chartered financial planner status and beyond
- Flexible working (around the core hours)
- Hybrid working (3 days/2 days)