My client is a boutique advice practice based on the outskirts of Bury St. Edmunds.
My client is currently looking for an experienced Paraplanner to join their existing team of financial planning support professionals, who support their advisers.
Job Specification:
You will write suitability reports for clients of the firm’s advisers
You will conduct product research
You will carry out file reviews
You will carry out ad hoc project work
You will liaise with Advisers and my client’s administration team to ensure work is prioritised
You will speak with third parties to obtain specific information
You will use my clients back office system to construct data records and obtain information for existing clients
You will assist my clients advisers, ensuring business is processed efficiently and accurately
You will comply with FCA rules and internal compliance procedures
Key Skills:
* You will be level four qualified (essential)
* Compliance & regulatory adherence
* Accurate record-keeping
* Portfolio reporting & investment analysis
* Financial product knowledge & quoting systems
* Client communication & relationship management
* Professional telephone & written correspondence
* Great organisation & time management
* IT proficiency (back-office systems, spreadsheets, platforms)
* Problem-solving & query resolution
* Team collaboration & workflow coordination
Benefits:
22 days holiday plus bank holiday (office closed at Christmas) – holiday allowance increases with service
Death in Service life cover policy
PMI
Private Pensions Scheme
9:00 -17:30 office hours (with some flex and hybrid working)
Professional qualifications supported and paid for
A progressive firm who promote from within