Our national Financial Planning client is now recruiting for several experienced Paraplanners to join their regional Cardiff offices. The business is growing rapidly with private equity backing and offers a supportive, professional working culture.
Main Duties
* Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriate
* Providing accurate, timely and compliant suitability reports
* Utilising all technology to produce accurate solutions for clients
* Carrying out relevant financial calculations on behalf of the advisers
* Proactive self-development and understanding industry changes
* Ensuring all advice documentation is compliant according to FCA guidelines and additional compliance requirements
* Effectively communicating at all times both internally and externally
* Working with the advisers to gather sufficient client information, including delegating appropriate information gathering tasks to the Client Administration Team
* Understand and apply all of the company’s research systems
* Responsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed
What credentials will you have?
* Strong written and verbal communication skills
* Good organisation skills
* Confident using Microsoft Office products and the ability to learn new systems and processes
* Good working knowledge/experience of the financial services industry and suitability reports
* Comprehensive knowledge of a wide range of financial products and services
* Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied
* Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations (e.g. capital gains tax, inheritance tax, chargeable events on life assurance products)
* Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of advice
* Good track record in delivering customer satisfaction
* Minimum Level 4 Diploma qualified
Benefits Of Joining The Business
* 28 days holiday plus Bank Holidays
* Death in Service
* Private Medical Insurance
* Group Income Protection
* Employee Assistance Program
* Medicash
* Pension
* 10% company annual bonus
* Progression
* Hybrid/Work from home
* Full support for further professional qualifications, CPD
Salary: £40,000 – £50,000 per year (dependent on experience). Position is permanent, located in Cardiff - South Glamorgan with hybrid/work-from-home options.
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