At a Glance
- Tasks: Create and recommend financial plans while providing exceptional client support.
- Company: A leading Independent Financial Advice Practice with a personable team.
- Benefits: Competitive salary, supportive environment, and opportunities for professional growth.
- Other info: Dynamic workplace with over seventy professionals and a focus on client satisfaction.
- Why this job: Join a caring team and make a real difference in clients' financial journeys.
- Qualifications: Experience in paraplanning or strong exposure to financial analysis.
The predicted salary is between 40500 - 49500 £ per year.
My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.
My client is a sizeable group with over seventy employees but remain a small and personable collective of likeminded professionals who really care about the clients they service.
I am currently looking to recruit an experienced and qualified Paraplanner (partly qualified candidates with strong exposure to paraplanning will be considered) to join my clients existing group of administration support professionals.
The purpose of this role is to work alongside my clients advisers to create and recommend financial plans that meet clients’ needs.
Key Responsibilities
Ensure that 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 writing new suitability 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, SIP / SSAS.
Use technical software to complete comparisons and detailed analysis of client’s contracts ...
Paraplanner in Colchester employer: Service Service
Service Service is an excellent employer that values flexibility and employee growth, making it an ideal place for those looking to advance their careers in a supportive environment. With flexible hours and a structured manufacturing setting in Cambridge, employees can enjoy a healthy work-life balance while honing their skills in electro-mechanical assembly. The company fosters a collaborative culture where proactive team players can thrive and contribute to high-quality production standards.
