Paraplanner

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Responsibilities

• Analysing clients[INS: ' :INS] circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;



• Providing high quality technical, administrative and research support to the Advisers;



• Undertaking whole-of-market research as required, including investments, pensions and protection plans;



• Undertaking research for asset allocation on clients' existing portfolios, quantifying and analysing those clients' existing investments;



• Liaising with the Regulatory & Technical team to ensure the advice is compliant;



• Be able to prioritise work in your queue by liaising with advisers on a regular basis;



• Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;



• Building strong and effective working relationships with other teams in the firm and third party product providers;



• Attending and contributing to meetings - both internal and external



• Ensuring that all client records and data are maintained accurately and efficiently;


• Participating in ad hoc projects and tasks as and when required.
  
  Are you a Diploma qualified Paraplanner looking for a new role? Do you want to work with an award-winning team?


Are you a Diploma qualified Paraplanner looking for a new role?

Do you want to work with an award-winning team?,
• CII Diploma in Financial Planning (as a minimum);


• The ability to produce comprehensive, accurate, and clear recommendation reports[INS: ; :INS]



• Experience in analysing clients' circumstances and objectives in order to provide suitable holistic financial advice;



• Proficiency in complex report writing;



• Experience liaising with third party providers;



• Excellent grammar, spelling and punctuation skills;



• Excellent interpersonal and communication skills;



• A high standard of personal organisational and time management skills;



• Experience within Private Wealth Management;



• Experience of working to targeted service standards and procedures;



• A good working knowledge of regulatory requirements;



• Ambitious and goal-orientated;



• Evidence of continual learning and development of skills and knowledge;



• Experience of working unsupervised with a high level of self-motivation;



• Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.
  
  True hybrid working model


• Company discretionary bonus scheme;


• Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm - 1 hour for lunch;


• 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period;


• Company Pension scheme;


• Private Healthcare;


• Group Income Protection;


• Life Assurance;


• Eye Care Scheme;


• Wellbeing programme;


• Bike to Work Scheme;


• Full support with professional qualifications;



• after qualifying period