We are currently looking for a Senior Paraplanner to join our clients, a well-established Financial Planning firm in Nottingham.
Apply on Partner Site
As a Senior Paraplanner, you’ll be required to work Monday – Friday (Mon & Fri at Home)
The successful Senior Paraplanner will be offered:
Basic Salary - £35,000 - £45,000
Holidays - 26 days + bank holidays, plus additional holidays with longer service.
Pension – up to 6% matching contributions and can be done via salary sacrifice.
DIS – 3x salary.
Perks portal with various well-being benefits such as online and telephone GP service, counselling, shopping discounts and more.
Parking is paid for by the company.
Flexible and hybrid working (Mon & Fri at home, Tues-Thurs in the office)
Annual team day
To be considered for the Senior Paraplanner role you must have the following:
Chartered status, with strong technical knowledge and at least 5 years of paraplanning experience.
Pension transfer qualifications and experience in preparing defined benefit pension advice.
Working holistically, able to see a client’s ‘big picture’ and work out how they can best achieve their life goals. You may be used to financial planners who use the Kinder approach or similar.
Comfortable with a wide range of financial planning areas, including pension lifetime allowance, pension annual allowances, IHT including NRB and RNRB, business taxation reliefs, income tax and CGT allowances, offshore bonds, trusts, family investment companies and life insurances.
Strong capability with technology and systems, including cashflow forecasting, ideally Voyant.
Great attention to detail, a positive approach, and a problem-solving mindset.
As a Senior Paraplanner, your role will involve:
Working collaboratively with our financial planners, you will help give advice to our clients. You will create lifetime cash flow forecasts with multiple scenarios to test the extent to which they can achieve their goals. You will then write a financial plan with our summary advice, accompanied by a suitability report for regulated recommendations.
With strong technical knowledge, you will support other members of the Balance team, being responsible for their technical development and ongoing learning.
Using your experience with defined benefit pensions, you will prepare the necessary assessments and advice for clients when required and support other members of the team in this area.
Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
A place on our Investment & Research Committee so you can shape the advice we give.
Maintaining and developing our templates, calculators, and input into process development.
Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application as unsuccessful.
This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage
Or check similar jobs