Address
Form of work
SalaryMarket Harborough
Hours - Monday to Friday full time
Salary - up to £45k plus bonus and other benefits
Our client, a dynamic wealth management firm dedicated to providing comprehensive financial advice to individuals and businesses is recruiting an experienced/Senior Paraplanner to join their friendly team. This role will involve providing technical support to the Business Owner and 2-3 Wealth Managers, assisting in meeting preparation, and crafting detailed Suitability Letter reports that document client advice. The company encourage a supportive environment for career progression and development.
Key Responsibilities:
- Collaborate with advisers to prepare client recommendations and draft detailed suitability reports, focusing on pension transfers, drawdown, and inheritance tax planning.
- Compile cash flow reports and conduct thorough analysis of current plans, including comparing fund data, charges, and performance metrics.
- Preference for candidates with St James's Place (SJP) experience and familiarity with tools such as Voyant and FE Analytics.
- Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
- Minimum 2 years of experience in paraplanning or financial advisory roles.
- Proficient in writing suitability reports with a focus on pension transfers, drawdown, and inheritance tax planning.
- Strong experience in assembling cash flow reports and conducting detailed analysis of financial plans.
- SJP experience would be a significant advantage.
- Experience with Voyant and FE Analytics is preferred.
- Diploma not necessary but must possess a strong knowledge base in financial planning.
- 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.
