Paraplanner Wealth Management Financial Services
We are looking for a new Paraplanner to join our friendly Team.
You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families.
As Paraplanner, you will be responsible for providing high quality support and ensuring complete and accurate records are maintained. We are a company who pride ourselves on providing the most exceptional levels of service to clients.
This is a great opportunity for a highly competent and qualified Paraplanner with exceptional technical and inter-personal skills to become an integral part of the team. Opportunity to take further exams/training with an expectation to advance towards Level 7 (Certified Financial Planner)
Strong knowledge of all investment, life and pension products, legislation and compliance
Excellent administrative, research, report writing and communication skills
We will consider applicants that are part way through their training or recently qualified
Working as part of a small team of Paraplanners in supporting the Financial Planners and Client Relationship Managers
Analysis of clients circumstances and requirements to develop financial plans using Voyant and Timeline cash flow modelling tools
Participating in the Investment Committee and working with external third parties for delivery of our investment strategies and due diligence processes
Research, analysis and compiling documentation for Financial Planners and compliance
Maintain the workflow alongside the Team to provide a timely and accurate service to clients and Financial Planners
Maintaining and developing our back-office systems (Intelligent Office), managing workflows and assisting in the processing of business
Provide an efficient, friendly and professional point of contact for clients and enquiries by phone, email and in person xkybehq
This is a family orientated business with an excellent working environment and culture.
Competitive salary plus discretionary bonus
~20 days holiday (plus bank holidays) in addition the company is closed between Christmas Eve and New Year and these days are awarded as additional days holiday, plus a day off for your birthday
~ A full pension package
~ Discretionary Hybrid working WFH and Office
Job Type: Full-time
Company pension
Cycle to work scheme
Free parking
Health & wellbeing programme
Professional Development Budget
On-site parking
Private medical insurance
Sabbatical for every five years of continuous service