Job details

Paraplanner – up to £50K, plus bonus, plus superb benefits                                                                              IFAs/Chartered Financial Planners                                  Bedford

Our client is a long established, highly regarded, boutique Wealth Management IFA practice, who are Chartered Financial Planners, based in very pleasant offices in a village location, close to Bedford. The firm has recently been acquired by a prestigious, national Financial Services organisation, which speaks volumes for its standing & reputation.

All the firm’s clients, who are HNW/UHNW, come from referrals & via a solid network of professional introducers . The mix of business is Investment & Pensions & they do a good deal of work in respect of Divorce settlements, IHT /BPR planning & Trusts.

The firm currently has a small team of paraplanners & due to continued success & growth, they are now seeking to appoint an additional paraplanner, to provide full support to the Chartered Financial Planners within the practice.

Key responsibilities include:

  • Research
  • Cash flow modelling
  • Preparation of Suitability Reports
  • Communicating with & assisting clients on a range of matters
  • Working closely with the Financial Planners to discuss clients’ needs & areas of advice etc.
  • Liaising with other members of the paraplanning team & with the admin team

Desirable knowledge, experience & qualifications:

  • Level 4 Diploma, or close to achieving this
  • Preferably Chartered, or working towards achieving this
  • Ideally at least 2 years’ paraplanning experience
  • Experience in IHT/BPR planning & Trusts would be helpful
  • Good working knowledge of & experience in Income Tax & CGT calculations
  • Experience in Cash Flow Modelling
  • Experience in software such as Truth, Synaptics, FE Analytics etc.
  • Experience in using Wrap platforms e.g. Elevate, Funds Network, ,OM etc.
  • Experience in using back-office systems, especially Intelliflo

 

Salary & benefits:

  • Salary up to £50K, depending on experience & qualifications
  • Discretionary bonus scheme
  • DIS; PHI; PMI
  • Pension – up to 5% Employer contribution
  • Opportunity to progress into a Management or Advisory role

 

 

 

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