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?

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