Paraplanner Salary:
£47,000–£55,000, depending on qualifications and relevant experience Location: Whiteley — office-based, with free on-site parking Hours: 35 hours per week, Monday to Friday, 9.00 am–5.00 pm, with a one-hour unpaid lunch break Are you an experienced Paraplanner who enjoys getting into the detail, asking the right questions and turning complex financial planning into clear, well-researched advice? We're looking for a Paraplanner to become an important part of our client's growing Financial Planning team. Responsibilities: You will provide high-quality technical support across a wide range of financial planning cases. Your responsibilities will include: Researching and comparing planning options, products and providers across pensions, investments, inheritance tax planning, protection and equity release. Clearly documenting your research, conclusions and rationale. Preparing accurate, easy-to-understand suitability reports and supporting calculations based on each client's circumstances and the Adviser's recommendations. Reviewing fact finds, existing arrangements and third-party information before cases progress. Identifying gaps, inconsistencies or missing information and raising questions with the Adviser. Working with Advisers and Client Relationship Managers to manage priorities, handovers and deadlines. Improving the quality, consistency and efficiency of reports and processes. Sharing your technical knowledge and helping colleagues develop their understanding. Requirements: You will ideally have around
five years' relevant experience , particularly with investment and pension cases. A
Level 4 Diploma in Financial Planning or equivalent qualification . Methodically worker with a high attention to detail. Ability to research and resolve solving technical financial planning questions. Ability to explain complex information in clear, straightforward language. Ability to take ownership of your work and follows cases through. Ability to ask questions when information is incomplete or something does not add up. Welcomes constructive discussion about the best outcome for a client. Communicates clearly with Advisers and colleagues. Enjoys contributing to a close-knit team. ·You may already be Chartered or working towards Chartered status, but neither is essential. We're equally interested in someone who wants to deepen their expertise and build a long-term career as a highly experienced Paraplanner. Please apply today with your CV for this exciting new role.
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Paraplanner in London employer: Cluett Reeve
Join a vibrant and dynamic organisation that prioritises employee growth and offers a fantastic range of benefits, including free on-site parking. With a supportive work culture that encourages relationship building and proactive business development, this role as a Sales Consultant provides an excellent opportunity for those looking to thrive in a collaborative environment while receiving full training to excel in their career.
