12mth Fixed Term Contract which could lead to a permanent opportunity

Career
Are you seeking a more senior paraplanning position, or have you outgrown your current role? 

About the role
We are a fast-paced, growing wealth and financial planning firm, evolving and streamlining our offerings and services to our high net worth clients. Joining our multi-site Paraplanning team, we are looking for 2 additional Paraplanners. These roles could be based in St Asaph (Wales), our Head Office in London, Marlow, Bristol, Newcastle, Manchester, Derby, Fareham or Plymouth. You will gain exposure to assisting our Financial Planners across our network of 18 UK offices producing full illustrations, cash flow modelling and writing in-depth suitability reports.

Accountabilities

• Conduct the relevant research required to make financial recommendations.
• Produce suitability reports to document the advice that is to be provided.
• Undertaking cash flow modelling in line with client cases.
• Providing excellent client service to both our clients and Financial Planners. 

Skills and Experience

• Minimum 2 years experience of working within a Paraplanning role, preferably within a financial or wealth management firm.
• Experience working with IT systems that support this service - We use XPlan but full training will be provided. 
• Good technical knowledge and understanding of FCA rules.
• Hold a Level 4 Diploma in Financial Planning or working towards Chartered status.
• Excellent knowledge of Pensions and Investment products.
• Good understanding of cash flow. 

Benefits

• Competitive Pension Scheme - we contribute 6%, you 3%
• 26 days holiday plus bank holidays
• Private Medical Insurance
• Life Assurance (4x)
• Group Income Protection
• Work From Anywhere for up to 4 weeks a year 

The above is a guide and not exhaustive. We work in an agile way and you might be involved in lots of different tasks or projects whilst working for us.