Bond Recruitment is proud to be recruiting for a Chartered Paraplanner to join the Paraplanning team at our client, a very well respected and established national firm of IFA’s based in Stokenchurch, Buckinghamshire.
The position will be suitable to a Chartered Paraplanner who has a minimum of 5 years background in Paraplanning.
It is essential that candidates demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality. To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.
Your key responsibilities will be provision of high quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attendance at client meetings and liaising with team Administrators to ensure general client administration is kept up to date.
You will be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude.
Job Responsibilities
The key duties of the role are:
* Writing Financial Planning Reports that our Planners present to clients.
* Supporting the Planners by conducting research on products and helping find the right solutions for our clients.
* Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day-to-day queries.
* Arranging for plans to be submitted to provider companies.
* Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
* Preparation of client review packs.
* Illustration requests.
* Keep up to date with financial products and legislation.
* Comply with all company and industry guidelines, rules and regulations.
Requirements
* Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
* Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
* A reliable individual who has the ability to manage and prioritise workloads.
* Outstanding communication skills at all levels.
* Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
* Analytical and problem-solving skills.
* Experience of working as part of a team.
* Excellent organisational and multi-tasking abilities are essential.
* Flexibility/ adaptability to cope with change.
* Confident with IT and office software packages Word, Excel, PowerPoint.
Benefits
25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.