Job Description
The Company: A highly reputable, family-feel styled IFA business with offices across the country are currently recruiting an industry experienced Paraplanner to add to their expanding team in remote/home-working working capacity. This role/remit will suit a qualified, career Paraplanner who is looking for a flexible, home-based report-writing opportunity that allows them to work closely alongside Planners/clients etc on a dedicated basis.
- Head Office Location: York
- Working Setup: Remote/Home-based
Package: £45-50k base DOE + bonus and company benefits
- Bonus: Discretionary - Paid annually
- Holidays: 25-days + stats
The Role: You will have day to day responsibility for clients and will be expected to provide technical support for key areas of the financial planning process which include:
- Tax Planning: ISA and pension contributions & CGT planning
- Investment planning and retirement planning
- Estate planning
To achieve this, you will:
- Prepare and attend client meetings alongside the Financial Planner and produce meeting notes which accurately reflect the information gathered in order to fully document a client's financial needs and objectives.
- Compile suitability reports
- Undertake support duties to the Financial Planner in order to effectively service the client in a fair and ethical manner.
- Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings where appropriate.
- Effectively use research and planning systems and platforms such as FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds).
- Be responsible for ensuring that recommendations are fully implemented in a timely manner and to the right quality.
The Person: The successful candidate must come from a small, family-feel IFA/wealth management background and have a minimum of 3+ years' experience within technical paraplanning. Essential qualifications and experience includes:
- Being QCF level 4 Diploma qualified
- Prior experience in a whole of market, IFA advice environment ideally supporting advisers on a dedicated 1 to 1 type basis
- Demonstrable knowledge of and proficiency in, FE Analytics, Selectapension, CashCalc, AJ Bell Investcentre, Aegon (ex Cofunds) or similar.
