Paraplanner

We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Paraplanning team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK. If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you! What you'll be doing: Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes Produced technical documents for the advisers based on the research and requirements of the client Managing workflow and organisation of ongoing workload Adhering to FCA requirements and Compliance Policies What you need to apply: Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite. 3+ Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection. CII Level 4 - Diploma in Regulated Financial Planning Strong knowledge of Pension Transfers & DB Transfers What's in it for you? A basic salary of up to £45,000 dependent on experience and qualifications Bonus scheme Flexible working structure with working from home and flexitime offered Social opportunities throughout the year Exam funding and support Progression opportunities into different areas of the business, depending on which way you see your career heading! Generous annual leave allowance What next? Hit apply or contact Dan directly