Senior Paraplanner - Nottinghamshire, United Kingdom - North Oak Recruitment Ltd

North Oak Recruitment Ltd
North Oak Recruitment Ltd
Verified Company
Nottinghamshire, United Kingdom

2 days ago

Tom O´Connor

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Tom O´Connor

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Description

Senior Paraplanner

Nottinghamshire (our ref AL1208)

Salary to c£45,000 + excellent benefits


My client is an award-winning, Nottinghamshire based IFA and they have an outstanding new opportunity for an experience Paraplanner to join and lead their Paraplanning Team.


Responsibilities

  • Working collaboratively with the financial planners, helping to give advice to our clients.
  • You will create lifetime cashflow forecasts with multiple scenarios to test the extent to which clients can achieve their goals.
  • Write financial plans with summary advice, accompanied by a suitability report for regulated recommendations.
  • With strong technical knowledge, you will support other members of the team, being 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, and support other members of the team in this area.
  • Lead Paraplanning Team meetings
  • Ensuring financial plans and ongoing reviews for your clients are delivered accurately and on time, with subsequent transactions processed accurately and according to service expectations.
  • Hold a place on the Companys' Investment & Research Committee so you can shape the advice they give.
  • Maintain and develop the templates & calculators and input into process development.

What's on offer

  • The opportunity to work in a positive team, with interesting work and room to grow.
  • A supportive environment for continual learning.
  • All qualification and training costs are met.
  • This is a fulltime role with hybrid working and flexible hours. The office is closed Mondays and Fridays. You would be expected to usually work in the office Tuesday
  • Thursday.
  • Attractive salary and benefits package: Pension, life insurance, online GP, mobile phone, generous holidays with option to buy more, discounted shopping and more.

Experience we're looking for:


  • Chartered status, with strong technical knowledge and at least 5 years paraplanning experience.
  • Pension transfer qualifications and experience in preparing defined benefit pension advice.
  • Working holistically, able to see a clients' 'big picture' and work out how they can best achieve their life goals.
  • You may be used to financial planners who use the Kinder approach or similar.
  • 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.
  • Great attention to detail, positive approach, and a problemsolving mindset.
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