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For Companies Type of Position: Technical Paraplanner – Colchester
Pay: £45,000 – £50,000
Reference: #3269309
Technical Paraplanner – Colchester
Our client is looking for a Technical Paraplanner to support the operation of the East Anglia Hub, working alongside the independent financial advisers to create and recommend financial plans that meet client needs.
Key Responsibilities
- Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients.
- Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information.
- Independently write new sustainability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP/SSAS.
- Use technical software to complete comparisons and detailed analysis of a client\’s contracts including reviewing the specific contract benefits and the effects should changes be made.
- Assist in ensuring all client fees and company records are compliant in line with FCA regulations.
- Ensure back-office system is maintained during all ongoing actions and workflow.
Knowledge & Experience
- Prior experience in Paraplanning role within financial services (3+ years)
- Level 4 DipPFS qualified or similar with desire to achieve Chartered status
- Understanding of the advice process
- Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
- Excellent communication skills, both written and verbally
- Ability to work collaboratively with colleagues and build strong relationships
- A strong work ethic and a flexible attitude
- Self-motivation, resilience and a clear focus on attention to detail and a high-quality output
- Experience working with Microsoft Word, Excel and Outlook
- Knowledge of industry specific software systems
- 25 days annual leave plus public holidays
- Life cover – x4 basic salary
- Free mortgage advice
- 1 day community involvement leave per annum
- Employee Assistance Programme
- Free parking
Hybrid working – opportunity to work from home 2 days per week on successful completion of probation period
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Technical Paraplanner - Colchester employer: Artemis Recruitment Consultants Ltd
Contact Detail:
Artemis Recruitment Consultants Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Technical Paraplanner - Colchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities for Technical Paraplanners. A friendly chat can sometimes lead to job openings that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss CGT assessments, IHT evaluations, and the software you’ve used. We want you to shine when it comes to showcasing your expertise!
✨Tip Number 3
Don’t forget to tailor your approach! When applying through our website, highlight your experience in paraplanning and how it aligns with the role. Show us why you’re the perfect fit for the Technical Paraplanner position.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. It shows your enthusiasm for the role and keeps you fresh in their minds as they make their decision.
