Senior Paraplanner

Senior Paraplanner

EGR/10609

Financial Services

£28,000 - £40,000

M-F 8.30-4.30/5pm (1pm finish every other week), 20 days holiday (plus additional 5 at Xmas), pension, life assurance, critical illness, annual bonus, salary review, study support

30/09/2021

Due to continued success, resulting in an increasing workload, our Client has an immediate requirement for an experienced Paraplanner. You will join a fast-paced paraplanning team based in Northumberland, supporting a team of nine advisers, where you’ll be rewarded, supported and recognised, for your achievements and dedication.

Responsibilities will include:
•        Collating client information and preparing suitability reports
•        Completing critical yield calculations and tax specific calculations, requiring technical knowledge
•        Preparing illustrations and presentation documents for the advisory team
•        Managing cases to completion and working with internal processing systems
•        Ensuring that work is processed compliantly and in a timely manner
•        Liaising with colleagues and third parties on a daily basis

Level 4 in Regulated Financial Planning (or equivalent) – desirable

Candidate Requirements

  • This is an interesting and challenging role that would suit a confident, numerate, IT proficient and professional individual who has a ‘can do’ working style
  • You must be proficient in using Microsoft Office including Excel
  • You will need to have experience of investment and pension products
  • You will need to be highly organised and have excellent communication skills
  • You will have contact with clients, and it is essential that you are professional and confident in dealing with third parties and can work with total discretion
  • You should either be Diploma qualified, working towards your Diploma or have substantial paraplanning experience with the desire to achieve your Diploma in the future
  • You see Paraplanning as your long-term career, as there will be scope to progress within the role
  • Ability to deputise and manage the team

Are you interested?


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