Taking your Paraplanning career to the next level

Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners and trustees with a broad range of financial planning, investment, retirement and estate planning needs. As the wealth management arm of Prime Accountants Group they are in a position to provide clients with a range of solutions far greater than that provided by a traditional wealth management firm.

What makes this stand out from other Paraplanning roles?

Varied and Complex Cases: Experience a stimulating array of cases including Trust planning, EIS, VCTs, and Complex Pension Cases, ensuring every day brings fresh challenges and keeps you engaged.

Exclusive Clientele: Joining the Prime Accountants Group means serving Ultra High Net Worth individuals with over £1m in Assets Under Management, each with unique financial needs.

Tailored Independence: Embrace complete independence in your research and report writing, crafting bespoke solutions for each client, ensuring no two reports are alike.

Cash Flow Modelling: Integral to the client journey, cash flow modelling is a cornerstone of their Financial Planning process

Dynamic Team Collaboration: Work alongside six other skilled Paraplanners, supported by an exceptional Administrative team.

The role

Prime Wealth is looking for a Senior Paraplanner to play a key role in supporting the advice process.

You will design and write coherent and logical reports using multiple resources to demonstrate the suitability of recommendations.

You will work closely with advisers and may shadow the lead adviser in client meetings to understand client needs and financial planning solutions.

Key responsibilities include researching for pensions, investments, and protection for high-net-worth clients, implementing financial planning tools, and embracing technology to enhance the client experience.

Duties and Responsibilities:

Produce suitability reports and templates for compliance and efficiency

Produce and distribute annual reviews and client communications

Monitor risk exposure, fees, and performance

Utilize tools like FE Analytics, Dynamic Planner Risk Profiling System, and cashflow modeling

Research and recommend tax-advantaged investment products

Deliver advice via various platforms and products, including ISA/SIPP/Offshore Bonds and collectives

Research and recommend personal pension products, focusing on self-invested personal pensions

Use industry calculators and models for goal setting and financial modeling

Research and recommend IHT efficient solutions and non-investment lead insurance products

Develop and maintain internal relationships with accountancy practice colleagues

Salary and Benefits

Salary: £40,000 to £50,000 (dependent on experience)

Flexi-time system

Bonus scheme based on achievement of budget

28 days annual leave

Option to purchase an additional 10 days’ annual leave

Auto Enrolment pension scheme

Death in Service scheme (subject to entry criteria)

Full on-the-job training and guidance

Full-time position, 37-hour working week

The Ideal Candidate

Diploma qualified and ideally on the way to becoming chartered

Experience in a genuinely independent firm

Proficiency with financial planning tools and systems

Familiarity with a wide range of financial products and providers

Strong focus on business efficiency and process simplification

Get in touch today and let's discuss Prime Wealth and how they could align with your career aspirations
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