Job Description
I am delighted to announce that Pinnacle Financial Planning are recruiting for a Paraplanner.
Operating since 2009, based in Sambourne on the outskirts of Redditch, Pinnacle Financial Planning pride themselves on being independent, meaning that we provide unbiased and unrestricted advice allowing us to utilise the whole of the market to find the right solutions for our clients.
We are looking for a driven and enthusiastic candidate to join our Paraplanning Team who can provide exceptional levels of support to our advisers and clients. The ideal candidate will be driven, be invested in their personal development, have a keen eye for detail, be a team player and is looking to grow with us as a business. This is a full-time, permanent role and in return, you will receive a competitive salary plus other benefits.
Core Duties and Responsibilities
• Reporting to the Paraplanning Team Supervisor.
• You will be required to write multi-pension and investment suitability reports, protection reports, tax planning reports and annual review reports.
• You will be required to prepare suitability reports for approval by the Financial Adviser, in line with company policy, and prepare associated documentation as required. Working with the Business Support team this will include the pre-completion of documentation ready for clients to check and sign.
• You will be required to Identify missing KYC information or outstanding actions. Working with the advisers and Business Support team to obtain this information and subsequently writing a suitability report ready for adviser approval.
• Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
• Liaising with the Paraplanning Team Supervisor in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where applicable.
• Where necessary you will liaise with product providers and other third parties to acquire any additional information that may be required to assess the client’s needs and to help formulate any recommendations made by the adviser.
• You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review. 35 hours annual CPD will be required
• You will be required to support our Business Support Team where required therefore; administrative experience is beneficial.
Skills required
• Customer Service: Strong interpersonal skills and ability to provide excellent customer service
• Communication: Excellent verbal and written communication skills
• Administrative Assistance: Ability to perform a variety of administrative tasks including organising your workloads and maintaining records
• Strong attention to detail and ability to multitask and prioritise multiple tasks with the same deadline
• Experience within Financial Services is required
• High standards of written and numerical skills
• The ability to demonstrate strong report writing skills
• You will be working towards or have attained Level 4 Diploma in Financial Planning or equivalent so able to act as a knowledge bank for queries of a technical nature, overseen by the Paraplanning Team Supervisor.
• Driving Licence (preferred) as there is very limited public transport
Benefits and Perks
• Flexible working & holidays - Enjoy flexible 35 hour working week with a 2.30pm finish on Fridays, a competitive 26-day holiday allowance plus bank holidays and annual holiday purchase scheme.
• Pension - We offer a contributory Pension scheme as well as a death-in-service benefit
• Bonus Scheme - All Pinnacle employees are offered a competitive salary in addition to a discretionary annual bonus which is pro-rata for new starters
• Professional Development - Pinnacle Financial Planning are committed to helping our team develop further in their existing and future roles by supporting in both personal and professional development including funding towards Diploma exams.
• Salary: £35,000–£40,000 (experience dependent)