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. You will have the opportunity to develop your role around your own skill set and to play an important role in our exciting future.
Skills Required
Minimum Diploma Level (Level 4) qualified, preferably Advanced Diploma (Level 6)
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 analytical skills
Excellent administrative, research, report writing and communication skills
We will consider applicants that are part way through their training or recently qualified
Job Description
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
Completing suitability reports
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
Assisting in client meetings
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
This is a family orientated business with an excellent working environment and culture.
We are offering the following to the successful candidate:
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
Benefits:
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
TPBN1_UKTJ