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My client is a successful Independent Financial Advice Practice with offices throughout East Anglia with over a billion, funds under management.

My clients are 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 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 client 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 including reviewing the specific contract benefits and the effects should changes be made.

Assist in ensuring all client fees and company records are compliant in line with FCA regulations.

Ensure back office system is maintained detailing all ongoing actions and workflow.

Knowledge and Experience

Prior experience in a Paraplanning role within Financial Services (3+ years)

Level 4 DipPFS qualified or similar with a desire to achieve chartered status

Understanding of advice process

Exceptional organisational skills, able to work well under pressure and adapt to changing priorities

Excellent communication skills, both written and verbally

Ability to work collaboratively with colleagues and build strong relationships

A strong work ethic and a flexible attitude

Self-motivation, resilience and a clear focus on attention to detail and a high quality output.

Excellent customer service skills

Experience working with Microsoft Word, Excel and Outlook

Knowledge of industry specific software systems

Benefits

Life cover 4 x salary

Flexible benefits scheme (including options to purchase dental cover, cycle to work scheme and purchase additional annual leave).

Wellness platform with 24/7 GP access

Shopping discounts platform

Support to obtain professional qualifications with study leave and financial support with exam material

Enhanced maternity and paternity leave

Health Care Cash Plan

Enhanced employer pension contributions

Hybrid working (3 days in the office, 2 days from home, post probation)

9-5 - Mon-Fri

25 days holiday plus bank holidays

Free Parking