My client is looking for a Level 4 Diploma qualified Paraplanner who is en route to Chartered status (or already Chartered) to hit the ground running as a member of a very successful team.
The client has a nationwide team of financial advisers who are proud of their multi-award winning status and the fantastic reputation they have developed over their many years in the industry.
This is an opportunity to work in a close knit team supporting one of the company's top performing partners. You’ll be working in an energising environment with highly motivated and committed people who have their clients’ interests at the heart of what they do. This is a team who are performing ahead of their target and are looking to build on this going forward.
The team has built a strong business formed mainly from client referrals. Their existing clients come from a diverse range of backgrounds with most having a wealth of financial knowledge. Their role is to help all clients understand their current situation and evaluate their needs.
They consider their role to be one of education and guidance. They aim to implicitly understand their clients financial circumstances, furnish them with all their options and ultimately guide them to the most appropriate course of action to meet the client’s needs.
Typically your work will include:-
· DB analysis
· Pension transfers
· School Fee Funding
· Inheritance tax planning
· Capital Gains Calculations
· Carry forward Calculations
· Annual allowance calculations
· Lifetime Allowance calculations
· Protected tax free cash calculations
· Calculating pension funding to maximise tax efficiency
· Cost benefit analysis of pensions versus alternative investments
Along with a competitive salary and bonus structure they offer employees up to 30 days’ annual holiday entitlement (depending on length of service); plus a number of additional core and flexible benefits including:
To apply for this job click apply below or contact Russell Davies at Recruit UK on 01179 170418. Please quote Financial Planning Today jobs and reference 11625.