Paraplanner - Team Leader - West Bridgford, United Kingdom - MCS Group

MCS Group

Verified Company

West Bridgford, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

MCS Group is delighted to be working in partnership with an award winning Financial Planning company as they seek a Senior Paraplanner to work from their Nottingham office

This individual will be working within a collaborative team to deliver best practice service and to identify and coordinate advice with Financial Planners.

Chartered status and at least 5 years paraplanning experience
Pension transfer qualifications and experience in preparing defined benefit pension advice
Comfortable with a wide range of financial planning areas, including: pension lifetime allowance, pension annual allowances, IHT including NRB and RNRB, business taxation reliefs, income tax and CGT allowances, offshore bonds, trusts, family investmentcompanies and life insurances
Strong capability with technology and systems, including cashflow forecasting, ideally Voyant

Responsibilities

Working collaboratively with our financial planners, you will help give advice to our clients. Create lifetime cashflow forecasts, write a financial plan with our summary advice, accompanied by a suitability report
You will support a team of 4 paraplanners, plus other members of the team and will be responsible for their technical development and ongoing learning
Using your experience of defined benefit pensions, you will prepare the necessary assessments and advice for clients when required
Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed
A place on our Investment & Research Committee so you can shape the advice we give
Maintaining and developing our templates, calculators and input into process development

What we offer

Salary: Up to £45,000 based on experience
A supportive environment for continual learning. All qualification and training costs are met
Hybrid working and flexible hours
Benefits package: Pension, life insurance, online GP, mobile phone, generous holidays with option to buy more, discounted shopping and more
To speak in absolute confidence about this opportunity please contact Ross Donovan, Specialist Recruitment Consultant at MCS Group, or send an updated CV via the link provided._
All conversations will be treated in the strictest_