Wealth Management Paraplanner - Bedfordshire

Discretionary bonus, excellent benefits and superb opportunities for career progression - Wealth Management
Ref: 553 Date Posted: Thursday 10 Jun 2021
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Our client is a major, prestigious, national Wealth Management company, with regional offices throughout the UK, advising private clients, employers & Trustees on investments, pensions & protection. The firm is now seeking to appoint a Paraplanner, based at its very pleasant offices near Bedford, where there is a very friendly, supportive, stimulating working environment.

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, skills, 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 e.g. Intelliflo or similar
  • Good communication skills
  • Team player

Salary & benefits:

  • Salary up to £48K, depending on experience & qualifications
  • Discretionary bonus scheme
  • Pension; DIS; PHI; PMI
  • Superb opportunities for career progression