BENEFITS

Flexible working with a 2.30pm finish on Friday
Pension
Bonus Scheme
Professional Development
Competitive 26-day holiday allowance plus bank holidays and annual holiday purchase scheme.

Our client is a well-established firm of Independent Financial Planners, providing bespoke financial solutions to both private and corporate clients. Due to ongoing growth, they are now seeking an experienced Paraplanner to join their expanding team in the Redditch area. They are looking for a driven and enthusiastic candidate who can provide exceptional level of support to they’re advisers and clients.

Key Responsibilities:

Reporting to the Paraplanning Team Supervisor.
You will be required to write multi-pension and investment suitability reports, protection reports, tax planning reports and annual review reports.
You will be required to prepare suitability reports for approval by the Financial Adviser, in line with company policy, and prepare associated documentation as required. Working with the Business Support team this will include the pre-completion of documentation ready for clients to check and sign.
You will be required to Identify missing KYC information or outstanding actions. Working with the advisers and Business Support team to obtain this information and subsequently writing a suitability report ready for adviser approval.
Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
Liaising with the Paraplanning Team Supervisor 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 applicable.
Where necessary you will liaise with product providers and other third parties to acquire any additional information that may be required to assess the client’s needs and to help formulate any recommendations made by the adviser.
You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review. 35 hours annual CPD will be required
You will be required to support our Business Support Team where required therefore; administrative experience is beneficial.

Experience and Skills:

Customer Service: Strong interpersonal skills and ability to provide excellent customer service
Communication: Excellent verbal and written communication skills
Administrative Assistance: Ability to perform a variety of administrative tasks including organising your workloads and maintaining records
Strong attention to detail and ability to multitask and prioritise multiple tasks with the same deadline
Experience within Financial Services is required
High standards of written and numerical skills
The ability to demonstrate strong report writing skills
You will be working towards or have attained Level 4 Diploma in Financial Planning or equivalent so able to act as a knowledge bank for queries of a technical nature, overseen by the Paraplanning Team Supervisor.
Driving Licence (preferred) as there is very limited public transport

To be successful for this role the ideal candidate will be driven, be invested in their personal development, have a keen eye for detail, be a team player and is looking to grow in the business. If you feel like this role is for you then apply online or for further information contact one of our specialist consultants quoting reference NJR

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