Paraplanner - Truestar Talent Ltd : Job Details

Job Title Senior Paraplanner / Paraplanner

Salary Senior Paraplanners - basic £41,800 to £56,600

Paraplanners - basic is £33,500 to £45,300

Location Bromsgrove, Worcestershire

Full-time, permanent opportunity.

Job Description

The Senior/Paraplanner role offers an excellent benefits package.

• Competitive salary and a discretionary annual bonus, following completion of one year’s service
• Bonus scheme
• Pension - Contributory pension scheme plus death-in-service benefit
• MediCash Health and wellbeing - putting health care under your control. Enabling you to claim cashback on a wide selection of health and wellbeing initiatives, including discounted health club memberships and free healthcare benefits
• Professional development - offering tailored learning and development programmes to help you pursue your career goals
• Hybrid working
• Flexible working & holidays - Offering flexible working and competitive holiday allowance, with annual buy & sell scheme options and your birthday off. Plus, additional holiday days for long service
• Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties
• Shopping discounts - Our employees can choose from many retailers to get discounts or cashback on everyday purchases from our favourite high street clothing stores to our go-to supermarkets, as well as access to free online training courses.

The role of the paraplanner will involve working on:

• Participate in and delivering comprehensive financial research, within set SLAs, (Service-level agreement) on products and investments on an independent basis using company-approved research tools
• Prepare and delivering bespoke investment reports, within set SLAs, to clients through the analysis of existing investment portfolios and comparison against suitable benchmarks
• Prepare and interpreting complex plan information with a view to completing transfer analysis
• Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas
• Research and review, where necessary, new and existing legislation and technical/product information to aid in the role that is performed.
• Thorough research conducted where necessary and referring to Senior team members, where necessary
• Participating in firm research projects, adhering to set deadlines, as and if required.

The ideal candidate for the paraplanner position must have

• Level 4 Diploma for Financial Advisers (DipFA®)
• Demonstration of knowledge, interest and experience in personal financial planning and in the construction of financial planning research and suitability reports
• Experience in an IFA environment, demonstrating quality communications of constructive feedback
• A high standard of written and numerical skills
• An ability to demonstrate strong report-writing skills
• A high level of accuracy and attention to detail
• Aptitude in Microsoft Office

Key Risk Responsibilities:

• Completion of assigned tasks, ensuring that SLAs are adhered to
• Delivery of accurate and thorough research, calculations, New Business Investment Reports and FPRs (Financial Planning Reports) to advisers
• Contribution into technical and regulatory development of advisers and/or staff on a specific case basis
• Contribution into technical and regulatory development of Trainee Advice Technicians
• Thorough research conducted where necessary and referring to Senior team members, where necessary

My client is proud to be one of the UK’s leading independent financial advisory and wealth management organisations. With over 30 years of experience and more than 200 accredited advisers nationwide, my client is one of the UK’s leading independent financial advisory firms.

If you're interested in this brilliant opportunity please forward an up-to-date copy of your CV, for immediate short-listing.