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.
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?
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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