Paraplanner

Service Service Employment Agency Limited

Posted 6 hours ago, valid for 3 days

Norwich, Norfolk NR8 6PW, England

Full Time

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Sonic Summary

My client is seeking an experienced Paraplanner to join their established Financial Planning team, offering a chance to work with top professionals in wealth management and retirement provision.
The role requires a minimum of 3 years of experience in a similar environment and involves providing critical support to Financial Planners, including research and report writing.
The position offers a competitive salary, alongside benefits such as a company pension, 25 days of holiday, and an annual pay review.
Candidates should possess a Financial Planning Certificate and strong skills in research, reporting, and communication.
This opportunity is with one of the county’s leading employers, known for personal and financial development and a commitment to staff growth.

My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.

My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

Role purpose

The role involves providing vital support to the team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may be expected to act as the technical interface between the consultants and the clients.

Responsibilities

Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients
Developing and maintaining a good working relationship with financial institutions
Maintaining and developing knowledge in all areas of financial planning
Attending client meetings
Achieving personal targets set by department
Maintaining a good working relationship with existing clients
Research - products, investment solutions and financial planning strategies
Report writing - production of compliant reports/suitability letters
Develop client bank for both existing and new clients (if applicable)
Ensure all business is conducted in an ethical and compliant manner

Skills required

Research & reporting skills
Co-ordination skills
Financial planning technical skills.
Organisation and prioritisation skills
Communication skills
Time Management skills
Interpersonal skills

Qualifications and experience

Financial Planning Certificate
Diploma required (or working towards, partly qualified will be consider with PAraplanning experience)
Minimum of 3 years experience in similar environment

Benefits

Company pension
25 days holiday
Death in Service 3 x Salary
Health Cash plan
Annual pay review
Annual group bonus
Regular work social events

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