Give us a call on 0117 379 0818

Junior Paraplanner

£25000 - £35000 plus benefits

Our client is a well-established Wealth Management Advisory firm. They help people overcome their financial challenges and explore their opportunities through the provision of holistic and personal tax efficient advice. They are ideally looking to recruit an additional paraplanner to join their Livingston office to provide a professional service that will support the Advisers, the Adviser Support team and their clients. In joining the team, you will help to drive the business's continued growth.

 

Job Role

  • Working as part of a team to support the Financial Planners.

 

Key Responsibilities

  • Drafting new business suitability reports
  • Conducting critical yield calculations and tax calculations
  • Assisting with new business processing
  • Liaising with the financial planners and financial planning administrators
  • Ensure client information on internal systems is maintained and up to date in order to meet general compliance standards
  • Ensure that all compliance paperwork is present and in order

 

About You and Your Key Skills

  • Experience within a similar role essential
  • Excellent attention to detail, good organisational and time management skills
  • Level 4 Dip desirable (or close to) but not essential, experience in a similar role more important
  • Good communication skills both face to face and over the phone
  • An ability to work under own initiative and as a team player

 

Salary

  • Dependent on Experience, up to £35,000 p.a.
  • Workplace Pension
Location: 
Livingston
Employment type: 
Employed (Full Time)
Sector: 
Paraplanning
Reference Number: 
BW-1792