Paraplanner - enable Recruitment : Job Details

We are thrilled to have partnered with an award winning independent financial advice who are actively looking to expand their Paraplanning team! Our client has built themselves a brilliant reputation within industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!What you'll be doing:

• Providing paraplanning support to the financial advisers and liaising with the team to implement the advice for clients, to produce positive client-centric outcomes
• Produced technical documents for the advisers based on the research and requirements of the client
• Managing workflow and organisation of ongoing workload
• Adhering to FCA requirements and Compliance Policies

What you need to apply:

• Proficient with systems such as Voyant and FE Analytics , as well as Microsoft Office Suite.
• 3+ Years Paraplanning experience with knowledge in Retirement Planning, Investments, Protection.
• CII Level 4 - Diploma in Regulated Financial Planning
• Strong knowledge of Pension Transfers & DB Transfers

What's in it for you?

• A basic salary of up to £45,000 dependent on experience and qualifications
• Bonus scheme
• Flexible working structure with working from home and flexitime offered
• Social opportunities throughout the year
• Exam funding and support
• Progression opportunities into different areas of the business, depending on which way you see your career heading!
• Generous annual leave allowance

What next?Hit apply or contact Dan directly!