Technical Paraplanner - Colchester

Our client is looking for a Technical Paraplanner to support the operation of the East Anglia Hub, working alongside the independent financial advisers to create and recommend financial plans that meet client needs. 

Key Responsibilities 

• Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients. 
• Undertake complex client specific analysis such as CGT assessment and reporting, target funding and IHT evaluation using appropriate software to provide detailed information. 
• Independently write new sustainability reports and complete technical research to a high standard for all new business including: Offshore Bonds, Onshore/Offshore Bond tax calculations, pension tapered annual allowance calculations, CGT calculations, IHT calculations, BR/AIM/EIS/VCT/DGT & Trust investments, SIPP/SSAS. 
• Use technical software to complete comparisons and detailed analysis of a client's contracts including reviewing the specific contract benefits and the effects should changes be made. 
• Assist in ensuring all client fees and company records are compliant in line with FCA regulations. 
• Ensure back-office system is maintained during all ongoing actions and workflow. 

Knowledge & Experience 

• Prior experience in Paraplanning role within financial services (3+ years) 
• Level 4 DipPFS qualified or similar with desire to achieve Chartered status 
• Understanding of the advice process
• Exceptional organisational skills, able to work well under pressure and adapt to changing priorities
• Excellent communication skills, both written and verbally 
• Ability to work collaboratively with colleagues and build strong relationships 
• A strong work ethic and a flexible attitude 
• Self-motivation, resilience and a clear focus on attention to detail and a high-quality output 
• Excellent customer service skills 
• Experience working with Microsoft Word, Excel and Outlook 
• Knowledge of industry specific software systems 

Benefits 

• 25 days annual leave plus public holidays 
• Life cover - x4 basic salary 
• Healthcare cash plan 
• Free mortgage advice 
• 1 day community involvement leave per annum 
• Employee Assistance Programme 
• Shopping discount platform 
• Free parking 

Hybrid working - opportunity to work from home 2 days per week on successful completion of probation period

If you are interested in the position and wish to find out more or apply, please contact Sam via sam@artemisrecruitment.co.uk

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