Paraplanner

  • Location
    Market Harborough, Leicestershire
  • Category
    Financial Services - Paraplanning
  • Contract Type
    Permanent
  • Salary
    £40,000.00/Year
  • OrganizationType
    Office

We are looking for an experienced Paraplanner to work from the office in Market Harborough to join our growing team. As the Paraplanner you will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times.



As the Paraplanner you key accountabilities Include



  • Preparing and maintaining client files and client reviews.

  • Building cash flow models.

  • Preparing recommendations and suitability reports.

  • Identifying areas for planning.

  • Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need.

  • Preparing information/comparisons for analysis by Planner.

  • Liaising with client's legal and tax advisors (if applicable).

  • Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.

  • Establishing and building strong relationships with clients.



As the Paraplanner we are looking for the following



  • Excellent understanding of the financial planning process.

  • Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, protection.

  • Excellent suitability report writing skills.

  • Keep up to date with new product, technical and legislative changes within the marketplace.



Experience



  • Must have experience working within a financial planning company.

  • Must have experience in a Paraplanning role

  • Experience using client cash-flow modelling software preferable.



Qualifications



  • Have achieved Diploma in Financial Planning or equivalent is desired.

  • Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position.



Skills / Personal Attributes



  • Proficient IT skills. Basic word processing, spreadsheet and database knowledge.

  • Excellent planning and effective organisational skills.

  • Computer literacy.

  • Honesty and integrity.

  • Methodological approach to work



Once successful as the Paraplanner you will receive the following benefits



  • Flexible home working

  • 28 days holiday + bank holidays (3 days must be retained to cover Christmas shut down)

  • Birthday day off (once passed probation)



  • pirkx online discounts and cashback plus 24-hour access to a GP

  • 4x salary death in service

  • 5% matched pension contributions

  • Access to the Radiant Academy

  • Competitive bonus scheme

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.


By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Michelle Jackson