We are currently recruiting for a highly regarded Financial Planning practice based in Shillington. They have a career opportunity for 2 self-motivated and commercially minded Paraplanners with a can-do attitude. One role is more senior to the other and will include some team leadership responsibilities, while still supporting our senior advisors.
1. You have previous experience as a senior paraplanner planner/team leader (Senior role). We offer holistic financial advice to HNW individuals. Your experience should reflect this.
2. You are at least Level 4 Diploma qualified with 5+ years UK experience.
3. You want to work with a company that will support your ongoing development including study support
4. You are looking to move into a role that focuses on utilizing, and building upon your existing high-level technical skills as well as fostering strong client relationships
5. You want to work closely with a tight-knit team that provides ongoing support for our advisers and clients
6. You are looking for an opportunity where you can deploy your skills in the preparation of complex suitability letters, replacement cases, fund switches, withdrawals
7. You like to carry out compliant and detailed research and technical analysis to support advice given by the Financial Planners
8. You get satisfaction from working directly with clients as you process their cases and keep them updated on progress
9. You like to work with financial planners, report writers and client support teams to provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance
10. You enjoy working in a sales driven culture and get excited at the idea of helping advisers win business
11. You understand the need to have a high degree of accuracy and attention to detail in both your written and numerical work
12. You like working in an energetic team and are happy to lend a hand to colleagues when required