Paraplanner

Paraplanner | Nottingham | Full Time | Hybrid Working Available | Monday to Friday, 9am - 5pm | £30,000-£40,000 per annum DOEAre you an experienced Paraplanner looking for a new opportunity within an established financial planning practice?Our client is an Independent Financial Services Group Practice, established in 2003 and based in the Midlands. They specialise in all areas of financial planning for both corporate and individual clients across the UK.The RoleAs a Paraplanner, you will play an important role in preparing robust suitability reports and review letters, carrying out technical research, and working closely with Financial Advisers to help deliver the best possible outcomes for clients.You will also contribute to the continued improvement of processes and assist the wider team as your knowledge and experience develop.You will support the wider adviser team, currently consisting of four Financial Advisers. The paraplanning team includes a Paraplanner and Senior Paraplanner, with the Operations Manager providing additional support when required.The workload can vary, but you will typically complete approximately 12 suitability reports per week, alongside preparing review letters. The main areas of advice include pensions, investments, retirement planning, inheritance tax planning, trusts, VCTs, annuities and business relief.Key ResponsibilitiesPreparing suitability reports and review letters across a range of advice areas, including tax calculations, cashflow forecasting and switch analysisWorking closely with Financial Advisers to discuss client cases, identify missing information and suggest alternative strategies where appropriateCarrying out product, fund and provider research to support suitable client recommendationsSupporting with the submission of more complex new business cases, such as VCTsEnsuring all compliance, internal business and provider documentation is completed and recorded on the back-office systemCompleting work in line with company policies, procedures, compliance standards and legislative requirementsLiaising effectively with colleagues, product providers and third partiesSupporting the wider Support Team, including providing assistance or training where neededContinuing to build your technical knowledge and understanding of financial planning adviceCarrying out reasonable ad-hoc duties as required by the companyRequirementsEssential2-5 years experience within the financial planning industry, including at least 2 years experience in paraplanningWorking towards or already holding a Level 4 qualification in Financial Planning, or higherA strong understanding of financial planning processes, compliance requirements and the importance of clear audit trailsConfidence using Microsoft Office and relevant financial planning systemsThe ability to prioritise and manage your own workload, using your initiative with minimal supervisionClear, concise writing skills and excellent attention to detailStrong interpersonal skills and the ability to work well as part of a teamA flexible, organised approach and the ability to manage multiple prioritiesA proactive attitude towards learning, development and improving the client experienceDesirableExperience using FE Analytics, Dynamic Planner, Intelliflo, 4Admin, Cashcalc and Selectapension would be advantageousWhats In It For YouCompetitive salary of £30,000 - £40,000 per annum, depending on experience and level of Paraplanning experienceHybrid working options available, with flexibility to be discussed20 days holiday per year, increasing with length of serviceEmployer pension schemeStudy support available for candidates who are nearly qualified for the Level 4 DiplomaSupport towards Chartered status available, based on experience and length of serviceTeam events and lunchesWhats next? Its easy! Click APPLY now! We cant wait to hear from you!Your data will be handled in line with GDPR.TPBN1_UKTJ