Paraplanner / Financial Planning Assistant at BPU Chartered Accountants

As one of Wales’ leading independent firms of Chartered Accountants, BPU has a proven track record of success in helping clients across all sectors to achieve profitability, enjoy greater wealth and gain and maintain control of their financial situation.

During its 50 years in practice BPU has developed a specialised service to private and public sector firms, including owner managed businesses and larger limited companies. BPU has achieved this by investing in the right people and provides an impressive work environment for staff with a range of benefits and opportunities for regular training and career development.

We are more than just accountants and our people are at the heart of what we do and what we can achieve. BPU has over 40 staff and directors operating from its two offices in Cardiff Gate and Llantwit Major.

The firm has ambitious growth plans for the future and is committed to the training of Chartered Accountants, Tax Advisors and all staff as a key factor in its continued success.

Location: Cardiff Office

Job description

We are looking for an experienced Paraplanner/Financial Services Administrator to join the financial services division of BPU Chartered Accountants in Cardiff and provide dedicated, full-time, office based support, to one experienced IFA.

This is a technical role and you should have a minimum of 2 years relevant experience in a financial advice business.

Ideal candidates should be close to or have achieved the level 4 diploma in a financial services qualification with at least GCSE grades A-C/1-3 in Mathematics and English.

70% of our new business is currently dealing with pre, at and post retirement planning; including drawdown, pension switching, SIPPs and SSAS. Other key growth areas include inheritance tax planning and business protection advice.

To support the advice process, you must be able to compile compliant case files to include: data gathering, provider liaison, analysis of existing arrangements, preparation of suitability reports, submit applications and track new business; all to a high professional standard.

You should ideally have a good working knowledge of Iress XPLAN back office, Defaqto Engage, CashCalc (or other cash flow modelling software), Assureweb, Iress O&M Pension Profiler and ATEB Suitability, plus Microsoft Office but some training can be provided.

You must be capable of prioritising your own workload and completing tasks within specified timescales and deadlines.

Attention to detail, accuracy, grammar and spelling, are key essential attributes.mYou must be willing to learn new skills, understand technical information and be able to follow detailed processes.

This is a full time role and for the right person there is a salary on offer up to £40,000 plus benefits depending upon your relevant experience and qualifications.

To apply, email your CV to Ian Sinclair, Independent Financial Adviser.

Email: [email protected]