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Permanent

Paraplanner

Norwich
money-bag 15000.00-15000.00 Annual
3085443505
Posted 2 days ago

We are currently looking for a Part-Time Paraplanner to join our clients, a highly successful independent practice in the Norwich area. Our clients offer excellent career progression in a professional and friendly working environment. The successful candidate will need to have experience in providing technical support in a Financial Planning firm. The successful Paraplanner will be offered: Basic Salary - upto £16,000 per annum for 2 days a week, £24,000 per annum for 3 days25 days holiday + bank holidays (pro rata for part-time days worked)Free parkingHybrid working To be considered for the Paraplanner role, you must have: Previous experience working within an IFA practiceOrganised and methodical with excellent attention to detailAbility to prioritise, meet targets and deadlinesEffective communication skills both written and verbalStrong analytical and numerical skillsStrong IT skills, specifically in Microsoft Word, Excel and Outlook Responsibilities for the role of Paraplanner: Preparing analysis of the client''s existing portfolioProvision of technical support to AdvisersCompleting calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension, Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)Working closely with the Adviser to research and formulate appropriate advicePreparation of Recommendation Reports and supplementary documentationAdherence to compliance procedures, core values and high standards of client ..... full job details .....

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