Paraplanner

Paraplanner – Independent Financial Adviser (IFA)
Firm Location: Dover Area
Salary: £35,000 – £40,000 (DOE)
Hours: Full time

A well established Independent Financial Adviser (IFA) practice near Dover is seeking an experienced Paraplanner to join their team. This is an excellent opportunity for a Paraplanner looking to develop their technical knowledge across pensions, investments, protection, mortgages, tax planning and estate planning.

• The successful candidate will provide high quality technical support to the financial advisers, including research, report writing, cashflow modelling and client case preparation. This role suits someone with strong analytical skills, excellent attention to detail and experience working within an IFA environment. You will have a Level 4 Diploma in Regulated Financial Planning (CII)

Key Responsibilities

• Preparing for client meetings, taking notes and completing follow up actions
• Collating fact find information and maintaining accurate client records
• Conducting research using FE Analytics, Defaqto, MI Cap and Iress
• Updating internal systems, registers and compliance records
• Liaising with clients, product providers, mortgage lenders, accountants and solicitors
• Preparing and submitting applications
• Providing ongoing support to advisers and updating them on case progress
• Completing technical research, including contacting ceding scheme administrators
• Producing Suitability Reports
• Creating and updating cashflow models using Voyant Advisor Go
• Running complex calculations including pension contributions, carry forward, CGT and IHT

Skills & Experience Required

• Experience as a Paraplanner within an Independent Financial Advice (IFA) firm
• Strong suitability report writing skills
• Confident using FE Analytics, Defaqto, MI Cap, Iress and Voyant
• Level 4 Diploma in Regulated Financial Planning (CII)
• Excellent written and verbal communication skills
• High level of accuracy and attention to detail
• Strong organisational skills with the ability to manage multiple tasks
• Confident IT user (Word, Excel, PowerPoint)
• Professional, friendly and reliable approach

Westin Par values diversity and promotes equality. No terminology in this advert is intended to discriminate against any of the protected characteristics that fall under the Equality Act 2010.

Candidates must be eligible to live and work in the UK. For the purposes of the Conduct Regulations 2003, when advertising permanent vacancies, we are acting as an Employment Agency

Due to the high volume of applicants applying for all roles, we can only reply to candidates with the most relevant skills and experience. If you have not heard back from us within 48 hours of your application, please assume that you have been unsuccessful on this occasion.