The opportunity for an experienced career Paraplanner to join a growing life centred financial planning firm, in our award-winning Paraplanning team.

Responsibilities

• Working within our award-winning Paraplanning team, supporting our Financial Planners with the delivery of comprehensive financial planning to our clients

• Undertake technical research, prepare financial planning recommendations, and implement agreed plans

• Liaising with the planning team, clients, and providers where necessary

• Analysis of personal client data and preparation of financial plans (including cashflow forecasting)

• Analysis of products and underlying investment strategies

• File preparation for Annual Planning Meetings with clients and action any remedial work required following review

• Maintaining client files

• Ensure all regulatory and compliance standards are achieved

• Assisting and contributing to the ongoing development of best practice for processes within the firm

• Ensuring the best interests of our clients are at the heart of everything you do.

Skills & Experience

• At least 2 years’ experience in a Paraplanning role

• A high level of technical knowledge and good knowledge and experience in all areas of financial planning

• Advanced Diploma in Financial Planning/Chartered Financial Planner

• Competent in writing technical suitability reports and able to assimilate complex technical information into a format that is understandable for clients

• Competent user of Microsoft Office applications Word, Excel, Outlook & Teams

• Highly organised, analytical and is able to prioritise workloads to achieve deadlines

• A positive attitude and able to work efficiently with minimum supervision, or as part of the team as required

• Experience in using the following would be beneficial:

o FE Analytics

o Cashflow forecasting software (Voyant would be preferable, but training can be provided)

• Excellent communication skills, both verbal and written

Benefits

• Salary £35,000 - £45,000

• Discretionary bonus of up to 12%

• 26 days holiday

• Workplace Pension with an 8% non-contributory employer contribution

• Death-in-service scheme

• Group Income Protection scheme

• Group Health Cash Plan

• The opportunity to join a friendly, established, forward thinking business in an open working environment and a supportive team that focuses on learning and development

• Exam Support

Contact

In the first instance, please send your CV to nathan.jones@bluewealth.co.uk