Paraplanner

Paraplanner

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• Location: Bath
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• Job Type: Full-time, Hybrid (2 days in office) once settled in
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• Salary: £40,000 plus up to 10% bonus potential
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Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in their Bath offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression.

Day-to-Day of the Role:

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• Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries.
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• Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations.
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• Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning.
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• Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions.
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• Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters.
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• Manage cashflow forecasting for clients and provide technical support for complex queries.
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• Prepare investment materials, quotes, and illustrations for client meetings and suitability reports.
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• Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures.
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• Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently.
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Required Skills & Qualifications:

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• Level 4 Diploma in Financial Planning.or working toewards
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• Seek mid level Paraplanning experience or above
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• Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements.
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• Proficient in report writing and performing financial calculations.
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• Excellent communication skills and the ability to work effectively within a team.
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• Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines.
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Benefits:

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• Competitive salary and bonus structure.
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• Comprehensive benefits package.
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• Opportunities for professional development and career advancement within a thriving firm.
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• Supportive and collaborative working environment.
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If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position.