Home-based Paraplanner

This is an excellent opportunity to work for a company that is growing very quickly. If you like variety and varying levels of complexity, then this could be a perfect role for you.

You will play a significant role in the growth of the business and as such, will be duly rewarded over time. Your commitment to the business will be met with a commitment to you: for your happiness and wellbeing to always be a priority.

Duties and responsibilities

Your duties will include but not be limited to:

• Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
• Compile suitability reports
• Undertake necessary research and analysis including fund analysis, product comparison, product analysis, fund research, charges analysis.
• Pre-populate client application forms.
• Record monitor and report on progress.
• Deliver an efficient and valuable service by operating in a timely fashion and offering constructive ideas and feedback.
• Check files are fully compliant.
• To build a strong working relationship with clients in order to provide exceptional support in the delivery of their business strategy.
• To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.
• To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge.

Salary & Benefits:

The successful candidate will receive a basic salary of up to £40,000 PA

Other benefits include:

• Salary being reviewed each year in line with company performance.
• A personalised benefits package based around what is important to you.
• Company pension – Employer contributions starting at 5%, increasing over time to reflect your value to the business.
• Complete flexible working.
• 25 days holiday + bank holidays + Christmas period + additional discretionary holidays.
• 6-monthly bonus scheme.
• Exam and study support.
• Paid-for attendance to Paraplanning and industry events.

What does the successful candidate look like?

Essential:

• Level 4 diploma in financial planning (or equivalent DipPFS or DipFA)
• Experience with cashflow planning tools.
• Experience with using back office systems, platforms and research tools.
• Knowledge of Income Tax, Capital Gains Tax and Inheritance Tax and the ability to carry out manual calculations.
• Ability to competently use Microsoft Word and Excel.
• High level of attention to detail.
• Excellent written English and grammar.
• Ability to manage relationships.
• Ability to manage own workload but to also know when to ask for help.
• Based in the North West or West Yorkshire

Desirable:

• Minimum 2 years’ experience within a Paraplanning role.
• Level 6 qualification (or close to).
• Working knowledge of Microsoft 365 (including Sharepoint).
• To be comfortable challenging advice.
• Management/training experience.

Location: Business based in Preston, Lancashire. This role is home-based, though regular face-to-face catch ups will take place; the candidate will therefore be based in the North West.

Qualifications:  Level 4 diploma in financial planning (or equivalent DipPFS or DipFA)

Type of role: Full Time, Permanent