Paraplanner Portsmouth, Hampshire
Salary competitive depending on experience
Hours - Monday to Friday, 37.5 hours per week with flexible, hybrid working
Holiday - 23 days annual leave (excluding bank holidays) increasing by one day per each year of service (up to a maximum of 28 days)
About the Paraplanner role
We are TC Group, the fastest-growing top 25 accountancy firm in the UK. We re business advisors and accountants, with over 30 years of experience weve honed our skills and developed our service offering to deliver a much wider range of bespoke support and advice to ambitious business owners and their businesses.
Due to growth, we have a new exciting opportunity and are currently looking for an individual to join our financial services team as a Paraplanner,with flexible working between the Portsmouth office and home.
For further details of our Financial Services Proposition, click here: https://www.tcgroup.com/services/business/financial-services/
We prides ourselves on a relaxed working style but productive working environment. We are looking for an individual with relevant experience to fulfil a role that plays an important part in delivering a quality service to our sizeable client bank.
Key responsibilities of a Paraplanner will include:
assist consultants where needed in each stage of the advice process
analyse existing client holdings including contract features, fund and charges analysis
create compliant Suitability Reports
prepare supporting research (e.g. cash flow models)
prepare supporting documentation (compliance and application paperwork, illustrations)
deal with consultant and client technical queries
maintain clear and compliant client records
carry out other related duties when required
About you
We are looking for candidates with the following skills and experience:
diploma/Level 4 qualified, or at least having made significant progress towards obtaining this qualification
have good written and verbal skills, and be able to explain in writing complicated information in a clear and concise fashion
able to confidently speak with product providers, clients and other professionals when needed
attention to detail with the ability to analyse and draw conclusions from information, as well as identifying any omissions and inconsistencies in it
a thorough approach to work with an emphasis on quality
to be able to work as part of a team, but also be able to take responsibility and work independently when required
flexible in terms of responding to the differing requirements of consultants
willing to study outside of work time and gain further professional qualifications
experience of Synaptics, Intelligent Office, Fincalc, FE- Analytics & Defaqto is advantageous
Full benefits available for the Paraplanner role:
A generous remuneration package includes:
core working hours with flexibility with hybrid working
pension scheme
life assurance
opportunity to purchase additional holiday days
free car parking
access to our corporate reward scheme
employee Assistance Programme
opportunity to develop your skills and progress within the Firm
relaxed and friendly working environment
About Us:
TC Group is growing and changing at quite a pace! Were an ambitious group of people with the same aim to create a consistent, high-quality experience for our clients. Like us, our client list is growing were supporting more and more of the UKs ambitious business owners, SMEs and large Corporations and its a real team effort. Were helping them make courageous decisions to grow their businesses.
We always seek the best talent, looking for individuals who are technically brilliant, solution-focused and continually strive to be the best in class. Each member of our team plays an integral part in creating the unique feel and culture of our business, which in turn helps us continue to grow, develop and evolve. We are an equal opportunity employer and welcome candidates from all backgrounds.
We can only accept applications from candidates who are based in the UK and unfortunately we are unable to provide Sponsorship.
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