Paraplanner Job in Market Harborough, Leicestershire

Paraplanner Job in Market Harborough, Leicestershire. Apply for the latest Market Harborough, Leicestershire jobs in Accounting/Financial/Insurance.

Paraplanner Job in Market Harborough, Leicestershire

Job Description
We are looking for an experienced Paraplanner to work from the office in Market Harborough to join our growing team. As the Paraplanner you will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times.

As the Paraplanner you key accountabilities Include

Preparing and maintaining client files and client reviews.
Building cash flow models.
Preparing recommendations and suitability reports.
Identifying areas for planning.
Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need.
Preparing information/comparisons for analysis by Planner.
Liaising with client's legal and tax advisors (if applicable).
Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.
Establishing and building strong relationships with clients.

As the Paraplanner we are looking for the following

Excellent understanding of the financial planning process.
Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection.
Excellent suitability report writing skills.
Keep up to date with new product, technical and legislative changes within the marketplace.

Experience

Must have experience working within a financial planning company.
Must have experience in a Paraplanning role
Experience using client cash-flow modelling software preferable.

Qualifications

Have achieved Diploma in Financial Planning or equivalent is desired.
Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position.

Skills / Personal Attributes

Proficient IT skills. Basic word processing, spreadsheet and database knowledge.
Excellent planning and effective organisational skills.
Computer literacy.
Honesty and integrity.
Methodological approach to work

Once successful as the Paraplanner you will receive the following benefits

Flexible home working
28 days holiday + bank holidays (3 days must be retained to cover Christmas shut down)
Birthday day off (once passed probation)
pirkx online discounts and cashback plus 24-hour access to a GP
4x salary death in service
5% matched pension contributions
Access to the Radiant Academy
Competitive bonus schemeOffice Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

Job Type: Permanent, Full Time
Location: Market Harborough, Leicestershire
Category: Accounting/Financial/Insurance
City: Market Harborough
County: Leicestershire
Country: United Kingdom
Salary: £40000/annum flexi hours
Benefits: flexi hours