modern approach

traditional values


Paraplanner

Location: Bath

Salary: £33,000 - £40,000

Type: Permanent

Category: Paraplanning

Ref: SW/2380

Would you like to progress your Paraplanning career in a position that will offer you the chance to specialise in an interesting and very rewarding area of financial planning, namely later-life planning, social care and personal injury?

We’ve partnered with Centurion Wealth Management, based just outside Bath in a lovely setting with free parking, to help them find a new Paraplanner. As well as providing private client financial planning, they also have specialist knowledge and vast experience in dealing with the financial challenges that someone may face as result of a personal injury, as well as later-life financial care, where their clients seek bespoke advice on the best financial strategy to help them enjoy their retirement years.

We’re looking for a Paraplanner to work cohesively with their Financial Planners; you’ll work closely with them to assist in identifying areas that provide solutions to the clients’ financial planning needs. Whilst you will carry out typical paraplanning duties such as conducting appropriate research, producing suitability reports & letters all in a compliant manner, you’ll also attend ‘family office’ style client meetings alongside the Financial Planner, as required. You will also liaise with the clients’ legal and tax advisers and become a key and trusted point of contact for clients and other relevant third parties.

Other areas of responsibility will include attending and contributing to the company’s Investment Committee, meeting with Life Company and Investment Management Company representatives, initiating client review meetings and looking at ways that improvement could be made to using technology that would add value to the overall client experience whilst equally benefitting the business.

Ideally, you’ll be a Level 4 qualified Paraplanner, with J01 (Taxation) and ideally J02 (Trusts), with either experience in or an interest in developing within this area of financial planning.

However, if you’re currently a trainee paraplanner, part-way through your Level 4 Diploma, and would like to specialise in this particular area of financial planning then we’d love to hear from you too.

Key facts:

Salary: up to £40,000 (dependent on level of experience and qualifications) plus benefits including Pension, Life Cover and PHI 

A degree of flexibility with regard to working hours

Next steps:

If the sound of this opportunity interests you, please apply now for further details and we’ll contact you to arrange a mutually convenient time to discuss this is in more detail to ascertain if it's something you'd like to progress with. You'll be given more information about the role, a detailed role profile & and you'll also be given an idea of what the interview process looks like/entails etc.

If you apply for this position, we thank you for taking the time to do so; all applications are read thoroughly. If you do not receive a response from us within 2-3 working days it will be because your application, on this occasion, has not been successful.  The only reason you will be deemed as unsuccessful will be because you either do not have the key experience OR the right level of professional qualifications required for the position.

Please note all third party applications will be forwarded to Sandringham Wood.

 

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Sandringham Wood
54 Parrys Lane, Stoke Bishop
Bristol, BS9 1AQ

Sandringham Wood is a member of the Recruitment and Employment Confederation

Sandringham Wood Recruitment Ltd is a company registered in England and Wales
(Reg No. 6822844) Registered Office: 54 Parrys Lane, Stoke Bishop, Bristol BS9 1AQ.

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