Financial Planning Analyst (Paraplanner) - #2099350

Your new company
An excellent opportunity has arisen within a well-established, highly reputable firm of IFAs for an experienced Financial Planning Analyst (Paraplanner). The company has core values of being exceptionally client-centric, caring and doing the right thing for both clients and its people, fostering a culture of respect, support and inclusion. As the business continues to grow, you will have every opportunity to shape your career and be supported to achieve your goals.


Your new role
Working within the technical support team, the role will be to provide technical support to the Financial Advisers and wider support team to ensure the efficient delivery of all advice. Key responsibilities will include:

• Evaluation of client objectives
• Due Diligence, research and analysis
• Calculations (Pension contributions/CGT/IHT/Income Tax)
• Production of client presentation documents and suitability reports
• Oversight of provider illustrations / applications / fund information etc.
• Monitoring new business pipeline through to completion
• Client fee monitoring
• Client liaison on completion

You will also be involved with Client reviews, including

• Pre-meeting analysis
• Post meeting completion work
• Production of post review letters

What you'll need to succeed

• Working with private wealth, business owners, corporate clients, trusts and group schemes (desirable)
• 4+ years Financial Services experience (essential)
• Knowledge of FCA regulations and compliance requirements (essential)
• Senior administrator/paraplanning experience (essential)
• Part or fully diploma qualified (essential)

What you'll get in return
In addition to a competitive salary, the firm offers the following benefits package:

• Study support for professional qualifications
• 25 days holiday, plus bank holidays (with the ability to purchase up to 5 more)
• Pension scheme
• Health Cash Plan (Level 1)
• Life Assurance 4x salary
• Eye tests
• Social events
• Volunteering opportunities
• Staff discounts on Wills, LPAs and residential mortgages

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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