Hiring Now: Paraplanner - only 2 days in Bath office Near You – Apply Today!

Your Next Paraplanner - only 2 days in Bath office Job Starts Here – Apply Now!

Paraplanner - only 2 days in Bath office

Job Posted: 14 days ago

Salary: £ 38,000 - 45,000 / Annum
Job Type: Permanent
Location: Bath, Somerset

Expire in: 13 days

Job Description

Paraplanner

Location: Bath 
Job Type: Full-time, Hybrid (2 days in office)
Salary: £38,000 - £45,000 plus up to 10% bonus potential
Travel expenses for days when your in office Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in either their Bath or Exeter offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression.

Day-to-Day of the Role:

Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries.
Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations.
Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning.
Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions.
Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters.
Manage cashflow forecasting for clients and provide technical support for complex queries.
Prepare investment materials, quotes, and illustrations for client meetings and suitability reports.
Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures.
Ensure that recommendations are clear and understandable for clients and that all deadlines are met efficiently.Required Skills & Qualifications:

Level 4 Diploma in Financial Planning.
Experience in supporting financial advisers with a strong grasp of financial planning processes and FCA requirements.
Proficient in report writing and performing financial calculations.
Excellent communication skills and the ability to work effectively within a team.
Strong organizational skills with the ability to manage multiple tasks and maintain strict deadlines.Benefits:

Competitive salary and bonus structure.
Comprehensive benefits package.
Opportunities for professional development and career advancement within a thriving firm.
Supportive and collaborative working environment.If you are driven, detail-oriented, and ready to take the next step in your paraplanning career, we encourage you to apply for this role. Please submit your CV and a cover letter detailing your relevant experience and why you are interested in this position

Before You Apply

Do not include the following in your job application, CV, or cover letter:

Bank details.
National Insurance number.
Date of birth.

You should not be asked for payment or irrelevant information. If you have concerns about a job advert or employer, seek guidance on how to proceed.

Looking for your next career move? Join a top company hiring Paraplanner - only 2 days in Bath office job near me in Bath, Somerset! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!