Paraplanner

Alderley Park Recruitment are currently recruiting a Paraplanner for our reputable Wealth Management Client based in Market Harborough. This is a permanent role, based on site and can pay a salary up to £40,000 DOE. 

THE ROLE

Our client are a dynamic wealth management firm that provides comprehensive financial advice to both individuals and businesses. We're looking for a paraplanner to become part of their dynamic, friendly team. The role will involve supporting the Business Owner and 2-3 other Wealth Managers.

The ideal candidate will be used to working in a fast-paced environment and will provide full technical support to the team in terms of meeting preparation and Suitability Letter report writing - essentially documenting the advice we give our clients. Our client fully supports opportunities for progression and development in this role. 

Daily responsibilities will be varied, but will include:

• Preparing recommendations for clients alongside advisers and writing suitability reports

• Experience with pension transfers, drawdown, inheritance tax planning

• Answering client enquiries via telephone and email, resolving these in a professional and timely manner

• Preparing cash flow reports using Voyant

• Conducting detailed analysis of investments, assessing performance and cost using FE Analytics

• Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.

KEY SKILLS REQUIRED

• At least 1 year experience working as a paraplanner or within a financial advisory firm

• Intermediate level Microsoft Suite – Outlook, Office, Word and Excel

• Confident communicating with clients and 3rd party providers

• Excellent attention to detail, organisational, and time management skills

• Comfortable dealing with clients both written and verbally.

• Strong level of technical knowledge around pensions and investments

WHAT THEY OFFER

• Full exam support and study leave

• 22 days holiday plus bank holidays (increases with service).

• Flexible start/finish times.

• Competitive remuneration package.

• Collaborative and friendly work environment.

• Pension and incentive schemes.

This is a great opportunity with a great business. So if you have the relevant skills and experience please apply now in order to be considered.