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.

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.
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

2 The Private Office jobs in England & Wales