Role: Paraplanner

Up to £45,000 per annum + Bonus + Benefits

Location: Norwich

We're looking for a talented Paraplanner to work for our client.

They want to recruit someone with demonstrable experience of the financial services industry of which a minimum of 3 years has been in paraplanning within a firm of financial advisors.

If that's you then you could be exactly what they're looking for.

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The Role:

Reporting to the Head of Paraplanning and based in the company's Norwich office, as a Paraplanner you will be primarily responsible for providing all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their advisors.

In the job you'll be tasked with the following:

• Acting as a focal point for technical enquiries from advisors and paraplanning team
• Revising and updating report templates in response to legislative changes
• Analysing client information and existing investments/insurances, identifying any gaps in the clients financial plans
• Constructing appropriate solutions for clients and make recommendations in conjunction with the advisers
• Writing complex suitability reports for both existing and potential clients which are readable, compliant, and technically accurate, ideally able to work on complex db transfers
• Liaising with investment, and accounts and dealing with teams in respect of reviews of existing investments and feasibility of in-specie transfers
• Identifying gaps in clients financial plans to increase sales opportunities - especially in protection products

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The Candidate:

The ideal candidate for this Paraplanner role will have relevant experience of the financial services industry of which a minimum of 3 years has been in paraplanning within a firm of financial advisors.

You'll also need experience of investments, pensions and taxation as well as business processes, standards, policies and procedures.

In addition, you'll need the following:

• A cert CII level 4 diploma in regulated financial planning or working towards this
• The ability to manager your own workload
• Excellent written and verbal skills
• Good communication and interpersonal skills
• Excellent attention to detail

The ideal person for the role will be the following:

• Diligent and have an eye for detail
• Able to work on your own initiative
• Articulate and able to communicate on all levels

Does that sound like you? If so, we'd love to see your CV.

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The Package:

Basic salary: Up to £45,000 per annum

Bonus: A personal and company performance bonus is also available with the role - full details of the bonus scheme will be revealed on application

Benefits include:

• Company Pension
• Death in service
• Dental cover
• Free parking
• Supported professional training

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The Company:

They are a Wealth Manager.

They're a great company to work for. People join them for many reasons, such as they:

• Look to promote from within where possible, leading to excellent professional development opportunities
• Have strong employee loyalty, leading to low staff turnover
• Offer a fun, rewarding and supportive working environment

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Interested? If you think you're right for this Paraplanner role, then click the 'Apply Now' button, send us your CV and we'll consider you for the first round of interviews.