Paraplanner – Cirencester
South West England
£33,000 to £40,000 dependent on experience, plus bonus and other benefits
An exciting opportunity for an enthusiastic Paraplanner to join a growing, dynamic, and forward thinking financial planning firm based in Cirencester. Who are we? For more than 25 years we have been providing well-respected financial planning advice. Through strong professional links and referrals from satisfied clients, Ermin Fosse has become known for our personalised service, […]FULL JOB SPECIFICATION
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Senior Paraplanner – Bristol – £35-£40K
South West England
Background Sanlam UK is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, we manage almost £9 billion of client assets from 13 offices across the UK, employing a diverse range of c.500 professionals. We are part of Sanlam, the global AA-rated financial services group […]
12 June 2017
Investment, Pensions, Tax
Sanlam UK is a leading provider of wealth and investment management services to private clients, professional advisers, charities, corporates and institutions. Combined, we manage almost £9 billion of client assets from 13 offices across the UK, employing a diverse range of c.500 professionals.
We are part of Sanlam, the global AA-rated financial services group that was established in 1918. The Group provides a range of financial products and services to over 10 million clients globally and is listed on the Johannesburg Stock Exchange. We have attained our size, strength and reputation by providing a high quality, personalised service to clients, whatever their stage of life or financial ambitions.
Based in our offices in Bristol; we are currently looking for a Senior Paraplanner to join our fantastic team.
As part of a centralised team you will work proactively with advisers, compliance and product providers to help design and deliver first class; client centric solutions. This will include reviewing client circumstances, undertaking the necessary research and then producing concise suitability reports that are accurate and FCA compliant.
As a Senior Paraplanner; we’re looking an experienced professional with extensive pensions knowledge to work on our more complex pensions cases and provide support, guidance and training on occupational pensions and Trust/Tax planning to the wider Paraplanning team.
As part of a fully integrated financial services firm you will be working alongside internal investment managers, product experts and technical advisers. Using our cutting edge back office system you will also assist our dedicated Adviser Support teams to ensure client records are complete, up to date and accurate.
Skills and experience
Successful candidates are likely to demonstrate the following:
• Level 4-6 qualified (with preference given to those with AF3)
• Extensive Paraplanning experience
• Extensive pensions knowledge
• Trust/Tax planning knowledge
• The ability to provide support and training.
• Strong analytical and research skills
• Strong report writing and verbal /numerical skills
£25k to £35k plus bonus
A rare opportunity for an “intrapreneurial” individual, with a background in paraplanning, to employ their skills and knowledge within...FULL JOB SPECIFICATION
£Competitive + Comprehensive Benefits Package
Job Title: Paraplanner Reports to / Accountable to: Operations Director Regulatory Functions: Not Applicable Direct Reports: None Core Working...FULL JOB SPECIFICATION