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We are working with a reputable and well-established Independ Financial Planning firm, and they are looking for an experienced Paraplanner to join the team.
This is a hybrid role - 3 days in the office and 2 days from home.
The role would be ideal for an experienced Level 4 Diploma Qualified Paraplanner looking to join a long-standing and stable team that offers excellent scope for development and long-term progression opportunities.
Working as part of a busy team, the role will provide support for one Financial Planner and will ensure the smooth running of the team and provide a comprehensive service to their clients. Key duties and responsibilities will include;
- Liaising with clients as required by the Financial Planner.
- Assisting with enquiries in a timely manner and in adherence to our TCF requirements
- Obtaining and analysing technical information from providers
- Conducting technical research and interpreting the results
- Creating accurate cash flow planning analysis in line with client objectives
- Preparation of suitability reports ensuring a high level of accuracy and care, and a high degree of technical knowledge is necessary.
- Processing new business and monitor through to completion.
- Assist with administration for the team as needed.
- Keeping up to date with all relevant product, legislative and technical changes
For this role candidates will need to have proven Paraplanning experience and ideally hold full Level 4 Diploma in Regulated Financial Planning (although candidates with strong experience will also be considered if they are nearly qualified).
Candidates will need to have excellent technical knowledge across a range of areas, be organized, work well under pressure, and have strong communication skills both verbally and written.
In return candidates will be offered a comprehensive package including hybrid working, 26 days holiday plus stats, company bonus scheme (10%), enhanced pension contributions, well-being program, free parking, and further study support.
This is a fantastic opportunity to join a well-established and reputable business and work as part of a dedicated and client-focused team, in which hard work and commitment is recognised.
This is an Immediate need, so please apply online and a consultant from Cameron James will be in touch ASAP.
