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.,

• Analysing clients 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 - and delivering group and individual training on topics appropriate to the role;
• Ensuring that all client records and data are maintained accurately and efficiently;
• Participating in ad hoc projects and tasks as and when required., Compliance with the Financial Conduct Authority Handbook and that body's regulations;
• Maintain an understanding of the regulatory environment commensurate with the role;
• Maintain awareness of all risk-related issues and ensure compliance with The Private Office's standards, policies and procedures;
• Build and maintain effective relationships within The Private Office;
• Motivate and develop fellow employees;
• Engender a positive and professional working environment that encourages quality staff to join The Private Office and develop within the business;
• Undertake the working day in accordance with The Private Office's Core Values.
Department Client Delivery


• The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text;
• Experience of analysing clients' circumstances and objectives in order to provide suitable holistic financial advice;
• Proficiency in complex report writing;
• Experience liaising with third party providers;
• CII Diploma in Financial Planning (as a minimum);
• 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.
Desirable:
• Experience of using CURO or IRESS software;
• Experience of using FE Analytics and Voyant;
• Previous experience dealing with Group Life and Pension Schemes;
• Part FPC/RO/CF qualified;
• Experience of training and people development.
  
  Share Scheme
• Company discretionary bonus scheme;
• Full time hours Monday to Friday 9.00am and 5.00pm - 1 hour for lunch;
• 24 holidays (increasing to 26), plus two additional Christmas days;
• Company Pension scheme;
• Private Healthcare;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Bike to Work Scheme;
• Full support with professional qualifications, including CII membership;
• Career progression available;
• Wellbeing Programme.
• after qualifying period