Technical Paraplanner

Type of Position:
Technical Paraplanner - Colchester
Pay: £45,000 - £50,000
Reference: #3269309

Our client is looking for a Technical Paraplanner to support the operation of the East Anglia Hub, working alongside the independent financial advisers to create and recommend financial plans that meet client needs.

Key Responsibilities

• Ensure that all 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 write new sustainability 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,  /AIM/EIS/VCT/DGT & Trust investments, SIPP/SSAS.
• Use technical software to complete comparisons and detailed analysis of a 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 during all ongoing actions and workflow.

Knowledge & Experience

• Prior experience in Paraplanning role within financial services (3+ years)
• Level 4 DipPFS qualified or similar with desire to achieve Chartered status
• Understanding of the 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
• Experience working with Microsoft Word, Excel and Outlook
• Knowledge of industry specific software systems
• 25 days annual leave plus public holidays
• Life cover - x4 basic salary
• Free mortgage advice
• 1 day community involvement leave per annum
• Employee Assistance Programme
• Free parking

Hybrid working - opportunity to work from home 2 days per week on successful completion of probation period

If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy.