Join our client's dynamic team as an experienced Paraplanner in Bicester on a hybrid basis!
Our client, a prestigious independent Financial Advisory firm with a nationwide clientele, is looking for a passionate Paraplanner to enhance their team. Renowned for their outstanding advisors and exceptional company culture, they offer a hybrid work model, attractive bonuses, and a supportive environment.
If you hold at least RO1 and RO2 qualifications and are eager to contribute to a thriving financial advisory firm, this is for you!
The successful Paraplanner will be offered:
- Basic Salary between £35,000 - £40,000
- Hybrid work model
- Exam plan funded for
- Excellent company culture
- Great Progression Opportunities
To be considered for the Paraplanner role you must have:
- Previous experience working within an IFA practice
- RO1 and RO2 qualifications
- Organised and methodical with excellent attention to detail
- Ability to prioritise, 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