Paraplanner

ParaplannerLocation: Bath Job Type: Full-time, Hybrid (2 days in office) once settled inSalary: £40,000 plus up to 10% bonus potentialAre you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in their Bath offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression.Day-to-Day of the Role:Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries.Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations.Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and IHT planning.Engage in discussions with advisers about client needs and objectives, and undertake research to identify suitable solutions.Conduct pension, income drawdown, and investment reviews, and prepare post-meeting review letters.Manage cashflow forecasting for clients and provide technical support for complex queries.Prepare investment materials, quotes, and illustrations for client meetings and suitability reports.Perform technical calculations such as Capital Gain Tax, bond surrenders/withdrawals, and pension-related figures.Ensure that ..... full job details .....