Job Overview
As Paraplanner, you'll work closely with our successful and dedicated Financial Adviser playing a key role in shaping the future of our clients' financial journeys – providing expert technical support, smart systems know-how, and trusted financial planning expertise to our adviser. You'll help deliver a smooth, compliant, and efficient advice process that meets the highest standards while keeping our clients at the heart of everything we do.
The ideal candidate could offer us the following:
* Experience of supporting advisers
* Well rounded financial services product knowledge including Protection, Pensions, Investments & Annual Servicing Reviews
* Ability to work to deadlines and be able to work under pressure at times
* Ability to manage your own workload
* Excellent communication skills both verbal and written
* Confident relationship management
* Industry qualifications – whilst Diploma qualification, or working towards it, is desirable, we believe that the right character and work ethic are equally important
* Great IT skills, given the option to work remotely – including Word, Excel, Outlook.
* Experience of working with adviser back office and research systems – Defaqto, FE Analytics, Cashcalc etc.
In return, we can offer you:
* An attractive remuneration package
* Flexible working hours, to fit around family life, including flexi time
* Work from home, with office visits as required
Job Type: Part-time
Pay: £25,000.00-£35,000.00 per year
Expected hours: 24 – 37 per week
Benefits:
* Company pension
* Flexitime
* Work from home
Experience:
* Financial services: 4 years (preferred)
Work Location: In person