This hybrid-based Paraplanner job in North Somerset provides opportunity to join a quality, Chartered Financial Planning firm.You will be joining their head office support staff team including Paraplanners and Administrators, who provide quality, technical support to their team of Chartered Financial Planners.As a Paraplanner, you will be focused on providing technical support including:Preparing and writing suitability letters and reportsConducting research and analysis into financial solutions for clients including income planning, IHT and tax calculations, trust solutions and cashflow planningManaging platform process including onboarding, planning completion and set upManaging project work which may include seamless transition for acquired client banksLiaising with Advisers and their clientsPreparing letters based on the Advisers recommendationsFull job description available, detailing full scope of the roleParaplanner RequirementsYou must be Level 4 Diploma qualified in Financial Planning or equivalentYou should be a current Paraplanner with experience of research, analysis and report writingYou should have excellent communication skillsThe CompanyOur client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients. They have 400m FuM and have plans to continue growing.Paraplanner BenefitsSalary of circa 38,000 - 42,000Full-time or part-time consideredPlus company benefits available immediately include group life cover, group income protectionUpon completion of probation, private medical insurance, health cash plan, cycle to work scheme, workplace pension with employer contribution of up to 5% of your salary provided this is matched by youHybrid based role with up to 2 days from home (may require additional days in the office during probation period)Typical working hours of Monday to Friday, 9am to 5:30pm with 1 hour for lunch25 days annual leave (rising up to 30 days) plus bank holiday, plus 1 days birthday leave and 1 day for charity / community work each yearLocationNorth SomersetLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.JBRP1_UKTJ
Job Title
Paraplanner