Job Description

Are you a skilled Paraplanner looking for your next opportunity? Join a dynamic and thriving financial planning team where your expertise will directly support the delivery of exceptional client solutions.

Responsibilities:

• Compile compliant case files, including data gathering, provider liaison, analysis of existing arrangements, whole-of-market research, suitability reports, and application submissions.
• Manage and prioritise your workload to meet specified deadlines.
• Ensure accuracy, attention to detail, and impeccable grammar and spelling in all tasks.

Requirements:

• Minimum of 2 years' Paraplanning experience within an independent financial advice practice.
• Advanced pensions experience is highly desirable, particularly with pre-, at-, and post-retirement planning, including drawdown, pension switching, SIPPs, and SSAS.
• Familiarity with tools such as Iress XPLAN, Defaqto Engage, CashCalc, Assureweb, O&M Pension Profiler, ATEB Suitability, and Microsoft Office (Word and Excel).
• Strong organisational and communication skills, with the ability to work independently.

Benefits:

• Competitive salary of up to £40,000 (depending on experience and qualifications).
• 25 days holiday plus bank holidays.
• Flexible working hours with a core time system to fit your schedule.
• Company pension scheme.
• Death in Service Life Insurance.
• Optional private healthcare scheme.

Apply now or contact Luke at Brook Street for more information!

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.