This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business.
Location: Can be office based but home working is also available.
Hours: Full time. 9am until 5pm (Monday to Friday)
Salary; £30,000 - £40,000+ Negotiable
Contract type: Permanent
Benefits;
1. 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
2. NHS Top up Medical Cash Plan (increasing with length of service)
3. Gym membership
4. Free onsite parking
5. Bike to work scheme
6. Exam support and funding
7. Inhouse development path for those that want to develop throughout the various roles
8. Team socials
9. Hybrid working
Role purpose: An exciting new opportunity has arisen to join their successful Paraplanning team by providing daily Paraplanning support to the Financial Advisers and clients within the business.
Key Duties/Responsibilities/Person Specification:
* Providing high quality technical paraplanning support to the adviser team and Paraplanning Manager across all areas of financial advice
* Preparation of suitability letter and reports in line with Advice framework standards and compliance
* Research and analysis of financial products.
* Analysing clients circumstances, goals and objectives to match the desired outcome
* Accurately recording clients data and compliance
* Communication between client and adviser to ensure both parties are updated throughout the process.
* Working within desired timescales for completion of tasks
* Project a professional image in both appearance and attitude and provide quality support on time to agreed standards • Maintain up to date industry knowledge and awareness by attending training days.
* Maintain technical competence at an appropriate level to meet the requirements of the role.
* Previous and proven successful experience in Paraplanning role is essential
* Diploma or working towards is desirable but not essential
* Genuine interest in Financial Services and paraplanning as a career
* High level of attention to detail and accuracy
* Highly organised
* Excellent written and verbal communication skills
* IT Skills
* Always demonstrates a positive attitude
* Works well as an individual and as part of a large team
This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business