Paraplanner
Salary
Up to 40,000
Location
Hereford
Job Type
Flexible Working|Full Time
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Job Title: Paraplanner
Industry: Financial Planning
Location: Hereford
Salary: Up to £40,000
Job Reference: 16178
Job Description:
Recruit UK are working on an excellent opportunity for a Paraplanner to join a successful Financial Planning Practice based in Hereford. This firm will support aide your career development and support you on your journey to Chartered Paraplanner status.
This medium-sized firm maintains strong relationships and thrives on providing the highest levels of advice and service, so being motivated and a people-person is a must!
They are happy to look at paraplanners working toward their Level 4 with plenty of experience, or those working toward this.
The role includes:
- Writing client suitability reports
- Performing pension switching analysis and investment analysis
- Undertaking product and fund research
- Carrying out Lifetime Allowance Analysis and Carry Forward analysis
- Managing the client relationship and liaising with the Financial Planning team
- Following compliance and ensuring there is a clear audit trail
- Supporting one or two financial advisers initially
- Salary up to £40,000
- Discretionary bonus (6 monthly)
- Generous holiday allowance
- 4 x Death in Service
- Group critical illness
- Generous pension schemes
- Flexible working opportunities after probation
- Professional career progression support including up to Chartered status
- Interesting and varied role
- Level 4 Diploma (desired)
- Minimum of 2 years’ experience working as an IFA Paraplanner (desired)
- Experience producing suitability letters (essential)
- Excellent written and verbal communication skills
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.