gs

Uniting People

Posted

8 days ago

description

6-month Fixed Term Contract

Mon-Fri 8.30am-5.00pm/8.00am-4.30pm

Salary DOE

Hybrid working available

Are you a Paraplanner with a passion for client service and a desire to contribute to a growing firm?

You will play a vital role in supporting a Financial Adviser that takes an holistic approach providing comprehensive financial/Tax planning services to a wide client portfolio. You will have the opportunity to work closely with clients, conduct research, and assist in the development of personalised financial plans.

An exciting opportunity to join a business with strong growth plans in a challenging and busy role, with scope to develop.

Role of Paraplanner:

As a Paraplanner you will be dealing with a varied client portfolio working with a full range of products including Personal Pensions, ISAs, Investment Bonds, SIPPS, VCTs, EISs, IHT Income and other more complex products Interpreting data, obtaining information, quotes, analysing products, managing all documents required for various industry regulations Responsible utilising various platforms to research, collate data, scenario planning etc to produce detailed case reports, research, creating illustrations and preparing valuations ready for client meetings Applications to Financial Institutions Stay up to date with industry regulations and compliance requirements. Ability to utilise various platforms such as IO, Dynamic Planner, FE Analytics, Voyant Pension Switch Candidate Experience:

Qualifications in Financial Planning are essential CII Certificate or Diploma in Financial Planning, DipPP, DipPFS or similar Proven background in Paraplanning is essential Excellent communication skills Strong numeric & analytical skills Strong team player Work well under pressure to meet deadlines Strong work ethic Tech Savvy Benefits:

Company pension 28 days holiday inc bank holidays Birthday off Free parking Company events Healthcare after probation Training and qualification opportunities

location

Stoke-on-Trent, Staffordshire