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Paraplanner Wiltshire

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    Financial Services
    South West England


    Paraplanner Wiltshire


    Job Profile

    A forward thinking firm who seek to employ only the most exceptional candidates. A new joiner to our team can expect to work amongst highly qualified, smart and nice-natured peers. We pride ourselves on delivering a highly personalised service to Business Owners, Principal Dentists and Private Clients. The new Paraplanner can expect to benefit from the thorough and structured training programme that each new joiner passes through when they arrive. The successful candidate will join a team of advanced, chartered and fellowship paraplanners. They will be encouraged to bring their own flare and enthusiasm to the Paraplanning team, whilst embodying the client centric values of the company. We are looking for someone who is energetic, empathetic, motivating and a natural team player to join our well-oiled machine.

    Day to day duties

    • Supporting the consultants ahead of their client meetings
    • Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
    • Client annual reviews
    • Carry out technical research and analyse data collected on behalf of clients
    • Accurately invest client money as per Consultants’ recommendations post client meetings
    • Liaise with clients post meetings answering technical queries
    • Proactive in identifying investments/tax saving opportunities for clients
    • Manage and prioritise your work
    • Evaluate investment portfolios with consultants
    • Liaising and working closely with the Service Team

    Skills and qualifications required

    • Diploma in Regulated Financial Planning (Dip PFS) (minimum requirement)
    • Advanced Pension Exam, AF3, or equivalent
    • Working towards their advanced diploma and aspires to gain Chartered status
    • Worked in a technical paraplanner role for at least 3 years
    • Strong knowledge of IT and with Back office system experience

    Company benefits

    • Discretionary Quarterly Bonuses
    • Company Pension – 5% employer 5% employee. Salary sacrifice offered.
    • Holiday Entitlement – 23 days basic plus 8 bank holidays. 1 extra day 2 years service, a further 1 for 5 years service. Flexible sell and buy back up to 3 days.
    • Group income protection
    • Group life cover – 4 x death in service
    • 2 paid sick days
    • Flexible Fridays – option to work 8am-4pm
    • Wellness Programme
      -Unlimited access to a 24/7 online GP available to insured employees, their partners and children up to age 21
      -Mental health support & consultations
      -Second medical opinion
      -Physiotherapy sessions
      -Access to fitness plans and nutrition consultations
      -Bereavement support & probate help
    Salary £35,000 - £45,000
    Speak to one of our consultants 0203 764 2350

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