Are you looking for a rewarding career in financial services with an expanding, forward thinking company?
Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients?
The Role
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.
Key Responsibilities
* 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.
Benefits
* 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
Knowledge, Skills & Experience
Essential:
* 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.
Core Requirements
* 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.
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