Paraplanner

A fantastic opportunity has arisen for an Experienced Paraplanner to join a thriving firm of financial planners who specialise in giving advice on a wide range of financial planning areas such as retirement planning, estate planning, protection both individual and corporate and investments.

You will join a dynamic team who work together to support a team of busy holistic financial planners.

On offer will be a varied role within a fast-paced business, a competitive salary and a long term career path into paraplanning, advising and beyond, for the right candidate. Full study support will be provided to Chartered.

The Paraplanner role

The successful candidate will provide technical support to financial planners by way of fund and provider research and suitability report creation. You will assist the advisers in assessing clients’ needs in the short and long term, assess their attitude to risk and help them to create a suitable financial plan for the future.

Paraplanner core tasks will involve:

• Assessing fact find documentation, attitude to risk questionnaire and advisor proposals, assimilating information to allow a robust financial plan to be put into place.
• Exposure to investments, pensions, tax planning and protection cases.
• Conducting fund and product provider research, analysing data and making comparisons in relation to investments, pensions and protection.
• Creating suitability reports justifying each piece of advice in great detail but in terms that are understandable and clear to the client.

Paraplanner Requirements

Previous experience in a Paraplanner role.

Candidates will have exceptional work ethic, enthusiasm and good organisational skills. You will also need an ability to communicate effectively and build rapport.

In return a competitive salary will be on offer along with study support.

To find out more, or to apply, please send your cv to jenny @ tempestjones . com

NB: The top end of the salary banding would be for more experienced and qualified candidates.