Paraplanner
| Reference | SPU/AR/068460 | |||
| Sector | Financial Services & Insurance Jobs | |||
| Salary | 50000 Per Annum | |||
| Town/City | Woking | |||
| Locations | South East, Surrey, UK | |||
| Job Type | Permanent | |||
| Date Posted | 7th Aug | |||
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Job Description |
| An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region. As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to ?50,000 and benefits. You will be responsible for: * Reviewing client documentation and adviser meeting notes to extract key planning requirements. * Carrying out detailed financial analysis, including cashflow projections and investment reviews. * Researching pensions, investments, protection and estate planning options. * Drafting suitability reports tailored to clients individual circumstances and goals. * Preparing technical illustrations and disclosure documentation. * Supporting advisers ahead of client meetings with accurate data and insights. * Collaborating with the wider team to ensure timely case progression. * Ensuring all advice and documentation remains compliant with current regulations. * Maintaining contact with providers and contributing to investment discussions. What we are looking for: * Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role. * At least 4 years` experience in Paraplanning. * Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications). * Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics. * In-depth technical understanding of pensions, investments, taxation, trusts and estate planning. What`s on offer: * Competitive salary * 25 days holiday plus bank holidays * Company pension scheme * Annual discretionary bonus * Death in service cover * Free on-site parking This is a great opportunity to join a well-supported and trusted team within a stable organisation. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us. Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003. |
Employer Details |
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