Paraplanner

Job Purpose:

An excellent opportunity to join an ambitious, forward thinking and friendly office with clear progression paths.

As part of an energetic and fun team of 7, you will provide support to the Financial Advisers.

Being supported in developing full and holistic product knowledge, you will receive the best start to a long and prosperous career within financial services.

Key Responsibilities:

• Providing a consistently high level of customer service to clients.
• To produce accurate compliant client reports (including suitability reports) for Financial Advisers
• To collect relevant data in order to complete reports
• Produce quotations on financial products for comparison
• Processing of investment, pension and protection new business and following the case through to completion
• Collate and upload all relevant data and correspondence to our Intelligent Office back office system to submit cases for compliance checking
• Assist in client meetings when requested
• Drafting Letter and Correspondence
• Complete annual review procedure
• Maintain all necessary systems
• Generate and managing client fee/invoices.

Requirements for successful applicants:

• Team Player, self-motivated and self-starter.
• Have an engaging manner, with excellent people-skills, and capable of building relationships.
• Able to work under pressure.
• Prioritise and plan own workload
• Understanding of the Financial Planning process
• Previous experience dealing with private clients and supporting Financial Planner(s).
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Detailed and accurate
• Articulate
• Excellent inter‐personal skills, both written and verbal
• Ability to multi‐task and prioritise effectively
• Good report writing skills
• Broad knowledge of financial series world such as Investments, Pensions, Wrapped Products etc.
• Excellent communication and IT skills including Microsoft Excel and the willingness to learn new programs.
• Preference will be applied to candidates showing experience of using Intelligent Office and Voyant.

Qualifications

Essential

• Be highly numerical and analytical with a high standard of written English (GCSE grades in Math’s and English A-C or equivalent.
• Appropriate Examination for advising on Packaged Products (Certificate in Financial Services / Certificate in Paraplanning).

Desirable

• Trusts (J02)
• Investments (IMC, J10 or equivalent examination)
• Other technical areas (Pension, Long-term care)
• Certified Financial Planner Certificate

What you'll get in return

As a reward for your hard work, you will receive a competitive salary, pension, study support and be part of the company bonus scheme including 25 days’ annual leave.

Working in ambitious team environment as you develop your experience you will be assisted in progressing within your career within the business, becoming an integral member of the team towards a Senior Paraplanner or Financial Planner.