Address
Salary At 2plan, our Paraplanners are pivotal in delivering top-notch financial advice and recommendations to our clients. As part of our expanding team, you will be at the forefront of creating comprehensive, well-researched suitability reports ensuring optimal outcomes for our customers. Your role involves handling intricate, technical projects and making a real impact in our client's financial journeys.
The benefits:
The benefits:
- Competitive Salary: £35,000 - £40,000
- Bonus Scheme: Attractive 7.5% on-target bonus
- Pension: Up to 15% contribution (5% from you and 10% from us)
- Insurance Benefits: Critical illness, Income protection (1x salary), and Death in service (4x salary)
- Generous Holidays: 25 days plus bank holidays, with the option to purchase up to 10 additional days
- Additional Benefits: Private medical insurance, dental insurance, and a suite of other flexible option
Key Responsibilities:
- Assess and ensure Paraplanning cases comply with FCA and 2plan standards
- Collaborate with advisers for precise case information
- Provide advisory feedback and maintain high-quality standards in report compilation
- Efficiently handle whole market research and complex report generation
- Uphold compliance, accuracy, and excellence in all cases
- Contribute to continuous improvement through trend analysis and proactive identification
