Paraplanner - Bedford

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Our clients offer excellent opportunities in a professional and friendly working environment, where you will work alongside a team of advisors. The successful candidate would ideally be Level 4 Diploma qualified and have a minimum of 4 years’ experience working as a Paraplanner.

The successful Paraplanner will be offered:

  • Salary from £45,000 - £50,000 dependant on experience
  • Option for 2 days of hybrid work at the end of 6-month probation period
  • Staff events
  • Annual Pay Review
  • 25 days holiday

To be considered for the Paraplanner role you must have:

  • Previous 4 years minimum experience working within an IFA practice as a paraplanner
  • Organised and methodical with excellent attention to detail
  • Ability to prioritise, and meet targets and deadlines
  • Effective communication skills both written and verbal
  • Strong analytical and numerical skills
  • Strong IT skills, specifically in Microsoft Word, Excel, and Outlook

Responsibilities for the role of Paraplanner:

  • Preparing analysis of the client’s existing portfolio
  • Provision of technical support to Advisers
  • Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
  • Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
  • Working closely with the Adviser to research and formulate appropriate advice
  • Preparation of Recommendation Reports and supplementary documentation
  • Adherence to compliance procedures, core values and high standards of client service
  • Regular liaison with product providers, account managers and clients
  • Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

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