Recruit Wealth are proud to be representing one the UK’s best known national Financial planning and Wealth Management businesses.
Offering their independent, expert, regulated financial advice with unparalleled client centricity, is at the forefront of our clients proposition.
Our clients mission is to make a positive difference to people’s lives and finances and to help their clients live the life they want and deserve.
With over 30 offices nationally and over 200 qualified and dedicated Financial Planners, our client is a prominent and recognised name in the Financial Planning space.
Due to continued client need and expansion across the group, our client is now seeking to hire competent and experienced IFA administrators to join many of their regional hubs.
Paraplanner - Role Profile
* Working with the Financial Planner to discuss client objectives, identifying and where required, assist the IFA Administrators in obtaining information necessary to compile a comprehensive financial suitability report
* Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
* Ensure information collected and collated about and from the client, is in accordance with the principles of ‘know your client’ and company policy
* Ensure all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation
* Prepare suitability reports and recommendations for approval by the Financial Planner in line with company policy and where required, prepare associated accompanying documentation for client to sign.
* Ensure client declaration and signed authorisation is on any advice piece before anything transactional occurs
Skills, Experiences & Highly Desirables
* An individual who possesses at least 2 years’ experience in a Paraplanning role, ideally from an independent advisory firm
* Experience working with a variety of products and will have a good understanding of the whole financial process.
* DipPFS qualified or equivalent Level 4 qualification and willingness to study further
* Quality Service Delivery
* Demonstrating good client communication and relationships
* Team working and collaboration
* Planning and Prioritising
* Ability to work effectively and efficiently
* Using specialist, IT software systems
* Adhering to Operational and business processes
* Demonstrate honesty and integrity
* Adaptability
* Enthusiasm
* Dependability
* Personal commitment
* Ability to achieve agreedoutcomes without supervision
What’s on offer?
Private Pension
Excellent annual holiday allowance with increase on length of service
Group Life cover x4 salary
Income protection
Company sick pay
Employee Assistance Program
Financial wellbeing
Progression
Annual reviews on salary/performance via management and human resources
Support for continuous professional development
Hybrid working
Needless to say, these opportunities will be highly desirable to those with experience already, wanting to work for a company that thrives on excellence and a positive supportive culture.
Our client is showing no signs of slowing down in their growth strategy and with private equity backing, are on course to be one of the largest names in the industry.
We hold the business in extremely high regard and welcome applications as soon as possible.
Please get in touch with us here at Recruit Wealth for an immediate response and an initial consultant on the opportunity