Paraplanner

We are currently looking for a Paraplanner to join our clients, a highly successful independent practice in the Bury St Edmunds area. Our clients are ideally seeking an experienced Paraplanner, however, they would also consider a strong Financial Administrator looking to progress

Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm.

The successful Paraplanner will be offered:

• Basic Salary up to £40,000, dependent on experience
• 22 days holiday + bank holidays
• Death in service

To be considered for the Paraplanner role, you must have:

• Previous experience working within an IFA practice
• Organised and methodical with excellent attention to detail
• Ability to prioritise, meet targets and deadlines
• Effective communication skills both written and verbal
• Strong analytical and numerical skills
• Strong IT skills, specifically in Microsoft Word, Excel and Outlook

Responsibilities for the role of Paraplanner:

• Preparing analysis of the client's existing portfolio
• Provision of technical support to Advisers
• Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
• Working closely with the Adviser to research and formulate appropriate advice
• Preparation of Recommendation Reports and supplementary documentation
• Adherence to compliance procedures, core values and high standards of client service
• Regular liaison with product providers, account managers and clients
• Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs