We here at Siamo Recruitment are working with one of the UK's Wealth Management Powerhouses looking to grow with a strategic Paraplanner to join a family feel firm to push them and their clients to the next level. You will be the gel between your FA's and their clients to ensure the business runs smoothly.This is a development opportunity offering this Paraplanner stability, responsibility and variety within a well renowned firm.What benefits are attached to this Paraplanner opportunity?

• 25 days holiday (plus additional one each year)
• Buy additional holiday allowance
• Up to a 20% annual bonus scheme (performance based)
• Hybrid working offering 2 days from home
• Early finish Friday's
• Life cover 4x salary
• Pay for relevant industry training materials, course and exams
• Recruitment referrals bonus
• 2 hours off for your birthday
• Fresh fruit, cereals and porridge provided daily

• Work seamlessly with your allocated FA's
• Produce Suitability Letters
• Produce CFRs
• Provide a point of contact for all queries pertinent to your role from the team
• Provide technical support to the team
• Use initiative to locate answers and helps others use their initiative to locate answers
• Communicate with practice manager regarding any potential issues
• Manage and resolve technical queries
• Keep up with all industry and internal changes that will affect your role
• Show willingness to expand and increase knowledge of all areas of financial services specifically pensions, investments and tax and trusts
• Personally manage workflow

• Prior Paraplanning experience is essential
• Comfortable with templated Suitability Letters
• Comfortable with electronic data systems
• The ability to balance conflicting demands in a calm and friendly manner
• Ability to work autonomously, remotely and within a team
• Analytical with precise attention to detail
• Ability to accurately transpose information
• Experience in maintaining systems, processes and procedures
• Up to date knowledge of regulation, legislation and taxation
• Full UK Driving License and Own Vehicle

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