At a Glance
- Tasks: Prepare suitability reports and collaborate with Financial Advisers to optimise client outcomes.
- Company: Established Independent Financial Services Group based in the Midlands.
- Benefits: Competitive salary, 20 days holiday, employer pension scheme, and career development.
- Other info: Flexible work environment with opportunities for growth and learning.
- Why this job: Join a dynamic team and make a real difference in financial planning.
- Qualifications: 2-5 years in financial planning, Level 4 qualification preferred, strong writing skills.
Are you an experienced Paraplanner looking for a new opportunity within an established financial planning practice? Our client is an Independent Financial Services Group Practice, established in 2001 and based in the Midlands. They specialise in all areas of financial planning for both corporate and individual clients across the UK.
As a Paraplanner, you will play an important role in preparing robust suitability reports and review letters, carrying out technical research, and working closely with Financial Advisers to help deliver the best possible outcomes for clients. You will support the wider adviser team, currently consisting of four Financial Advisers. The paraplanning team consists of a Paraplanner and Senior Paraplanner.
The main areas of advice include pensions, investments, retirement planning, inheritance tax planning, trusts, VCTs, annuities and business relief.
- Preparing suitability reports and review letters across a range of advice areas, including tax calculations, cashflow forecasting and switch analysis.
- Working closely with Financial Advisers to discuss client cases, identify missing information and suggest alternative strategies where appropriate.
- Ensuring all compliance, internal business and provider documentation is completed and recorded on the back-office system.
- Completing work in line with company policies, procedures, compliance standards and legislative requirements.
- Supporting the wider Support Team, including providing assistance or training where needed.
- Continuing to build your technical knowledge and understanding of financial planning advice.
- Carrying out reasonable ad-hoc duties as required by the company.
Requirements:
- 2-5 years experience within the financial planning industry, including at least 2 years experience in paraplanning.
- Working towards or already holding a Level 4 qualification in Financial Planning, or higher.
- A strong understanding of financial planning processes, compliance requirements and the importance of clear audit trails.
- Confidence using Microsoft Office and relevant financial planning systems.
- The ability to prioritise and manage your own workload, using your initiative with minimal supervision.
- Clear, concise writing skills and excellent attention to detail.
- A flexible, organised approach and the ability to manage multiple priorities.
Competitive salary of £30,000 - £40,000 per annum, depending on experience and level of Paraplanning experience. 20 days holiday per year, increasing with length of service. Employer pension scheme. Your data will be handled in line with GDPR.
Pension Paraplanner in Mansfield employer: Talent Finder
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We think this is how you could land Pension Paraplanner in Mansfield
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