Job Role: Paraplanner
Location: Bristol
Salary: £40,000 - £47,000
Job Reference: 9834
Recruit UK are working in partnership with a growing, forward-thinking financial services firm is seeking a motivated and detail-oriented professional to join their dynamic team. Operating at the heart of the wealth management and investment platform sector, the business delivers innovative and integrated solutions to private clients, advisers, and institutions.
This is a fantastic opportunity for a diploma qualified paraplanner in Bristol to join a fast-paced, client-focused environment where your work will directly contribute to the company's continued growth and reputation for excellent service.
Do you want to have:
A chance to be part of a growing and ambitious organisation?
Work within a supportive team culture with opportunities for development?
Earning a competitive salary, discretionary bonus, and flexible benefits?
Work within a hybrid working model - 2 days from home
Career progression into advising - 18 months
If this sounds like it could be of interest continue to read!
Role Responsibilities:
To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.
Assist in the interpretation of the adviser's client meeting and prepare suitable recommendations with a high level of accuracy and care.
Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
To ensure that the customer experience follows TWP defined standards and TCF is always maintained.
To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance e in the job role.
Update workflow records to facilitate the production of accurate management in formation in a timely manner.
Ensuring relevant workflows are kept up to date to accurately reflect workflow.
Follow and promote best practice for all adviser support and client facing process, ensuring consistent process and output quality.
Ensure the agreed outcome meets the company's compliance standards and FCA rules.
Achieve set output targets for producing ongoing advice documents
Ensure effective communication with Client Support, advisers, and other colleagues to ensure a great customer experience.
To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.
To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.
To obtain illustrations and Key Features documentation in support of recommendations to clients.
To assist the administration team in the processing of any new business linked to their cases.
Ensure technical knowledge and general industry knowledge is always maintained
Perform ad hoc tasks as and when required.
Job Requirements:
Experience in a Paraplanning role in a similar environment.
Experience of working with IT systems that support this service.
Diploma in Financial Planning.
Ability to liaise with colleagues and clients in an articulate and pleasant Planning.
Ability to work under pressure and manage own workload.
Ability to work as part of a team and to learn new skills/knowledge.
Excellent standard of written and verbal communication.
Analytical mind and excellent attention to detail.
Excellent time management skills with an ability to work to deadlines.
Benefits:
Competitive salary
Attractive Employee Pension Scheme (7.5% employer C minimum 3% employee)
25 days Annual Leave public holidays,- Buy and sell holidays up to 5 days
Office Christmas close (3-days)
A range of benefits which includes private medical insurance, Group life insurance, and income protection insurance.
Hybrid working
Further education and training support
Discretionary performance related bonus
Confidential Employee Assistance Programme
2 days per year for voluntary work
And lots of flexible benefits to choose from!
For more information on this paraplanning role in Bristol please click apply and we will be in touch!
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