Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working
Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days)
About the Paraplanner role
We are TC Group, the fastest-growingtop 25 accountancy firm in the UK. We’re business advisors and accountants, with over 30 years of experience we’ve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.
Due to growth, we have a new exciting opportunity and are currently looking for an individual to join our financial services team as a Paraplanner,with flexible working between the Portsmouth office and home.
We prides ourselves on a relaxed working style but productive working environment. We are looking for an individual with relevant experience to fulfil a role that plays an important part in delivering a quality service to our sizeable client bank.
Key responsibilities of a Paraplanner will include:
* assist consultants where needed in each stage of the advice process
* analyse existing client holdings including contract features, fund and charges analysis
* create compliant Suitability Reports
* prepare supporting research (e.g. cash flow models)
* prepare supporting documentation (compliance and application paperwork, illustrations)
* deal with consultant and client technical queries
* maintain clear and compliant client records
* carry out other related duties when required
About you
We are looking for candidates with the following skills and experience:
* diploma/Level 4 qualified, or at least having made significant progress towards obtaining this qualification
* have good written and verbal skills, and be able to explain in writing complicated information in a clear and concise fashion
* able to confidently speak with product providers, clients and other professionals when needed
* attention to detail with the ability to analyse and draw conclusions from information, as well as identifying any omissions and inconsistencies in it
* a thorough approach to work with an emphasis on quality
* to be able to work as part of a team, but also be able to take responsibility and work independently when required
* flexible in terms of responding to the differing requirements of consultants
* willing to study outside of work time and gain further professional qualifications
* experience of Synaptics, Intelligent Office, Fincalc, FE- Analytics & Defaqto is advantageous
Full benefits available for the Paraplanner role:
A generous remuneration package includes:
* core working hours with flexibility with hybrid working
* life assurance
* opportunity to purchase additional holiday days
* free car parking
* access to our corporate reward scheme
* employee Assistance Programme
* opportunity to develop your skills and progress within the Firm
* relaxed and friendly working environment
About Us:
TC Group is growing and changing at quite a pace! We’re an ambitious group of people with the same aim – to create a consistent, high-quality experience for our clients. Like us, our client list is growing – we’re supporting more and more of the UK’s ambitious business owners, SME’s and large Corporations and it’s a real team effort. We’re helping them make courageous decisions to grow their businesses.
We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.
We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.
Apply now
Apply now
Competitive
Hours
37.5
Standard benefits across all offices. Please refer to the advert for the full benefits available.Holiday entitlement Pension scheme Group life assurance Access to our corporate reward scheme Employee Assistance Programme Opportunity to develop your skills and progress within the firm Regular training and development
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