Paraplanner

Paraplanner Salary: £47,000–£55,000, depending on qualifications and relevant experience Location: Whiteley — office-based, with free on-site parking Hours: 35 hours per week, Monday to Friday, 9.00 am–5.00 pm, with a one-hour unpaid lunch break Are you an experienced Paraplanner who enjoys getting into the detail, asking the right questions and turning complex financial planning into clear, well-researched advice? We're looking for a Paraplanner to become an important part of our client's growing Financial Planning team. Responsibilities: You will provide high-quality technical support across a wide range of financial planning cases. Your responsibilities will include: * Researching and comparing planning options, products and providers across pensions, investments, inheritance tax planning, protection and equity release. * Clearly documenting your research, conclusions and rationale. * Preparing accurate, easy-to-understand suitability reports and supporting calculations based on each client's circumstances and the Adviser's recommendations. * Reviewing fact finds, existing arrangements and third-party information before cases progress. * Identifying gaps, inconsistencies or missing information and raising questions with the Adviser. * Working with Advisers and Client Relationship Managers to manage priorities, handovers and deadlines. * Improving the quality, consistency and efficiency of reports and processes. * Sharing your technical knowledge and helping colleagues develop their understanding. Requirements: * You will ideally have around five years' relevant experience, particularly with investment and pension cases. * A Level 4 Diploma in Financial Planning or equivalent qualification. * Methodically worker with a high attention to detail. * Ability to research and resolve solving technical financial planning questions. * Ability to explain complex information in clear, straightforward language. * Ability to take ownership of your work and follows cases through. * Ability to ask questions when information is incomplete or something does not add up. * Welcomes constructive discussion about the best outcome for a client. * Communicates clearly with Advisers and colleagues. * Enjoys contributing to a close-knit team. * ·You may already be Chartered or working towards Chartered status, but neither is essential. We're equally interested in someone who wants to deepen their expertise and build a long-term career as a highly experienced Paraplanner. Please apply today with your CV for this exciting new role. JBRP1_UKTJ