Paraplanner
Position: Paraplanner - Full Time / Part Time (minimum of 20 hours per week)
Reporting to: Directors
Location: Leamington Spa – mix of office and home working
We are looking for an enthusiastic and self-motivated individual to join our team in Leamington.
The ideal candidate should have a positive, ‘can do’ attitude, ethical values and always be willing to do the job to the best of their ability. As a business we put our clients at the heart of everything we do and this role will be integral in helping us achieve this.
We consider this to be a real opportunity for someone to make a big impact in a growing business and benefit from the career development that can come with this.
The Role
We are open to this role being either a developmental role for a promising individual or for an established competent paraplanner to come in and make the role their own.
There are three key elements to this role:
* Administrative support – we have an administrator but we all chip in.
* Paraplanning – research, analysis, plan design, report writing and client communication.
* Personal development – technical knowledge, communication skills, level 4 and beyond.
Knowledge, Experience and Skills
* Ideally, experience in a paraplanning role gained within an IFA or equivalent environment focused on holistic financial planning for private and corporate clients encompassing pensions, investments and protection.
* Alternatively, someone with a strong and demonstrable interest in Financial Planning who is well read and already studying towards their professional qualifications.
* Understand current regulations and how they apply to clients.
* Experience in the preparation of suitability reports and client letters across a broad range of products and contract types.
* Strong research skills and detailed knowledge of pension, investment and protection products.
* Achieved Diploma in Financial Planning or equivalent (or working towards this).
Package
* Salary dependent on experience.
* All exams and training paid for.
Please send your CV and introductory email to leamington@rockwealth.co.uk
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Finance and Sales
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