Paraplanner

Portman Financial People

Posted 15 days ago, valid for 4 days

Worcester, Worcestershire WR53DE, England

Full Time

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Sonic Summary

A family-run firm in Worcester is seeking a career-paraplanner to join their expanding paraplanning team.
The ideal candidate should have at least 3 years of experience in a similar role and will be responsible for conducting research, creating suitability reports, and ensuring compliance with regulatory standards.
The position offers a competitive salary ranging from £35k to £45k, with additional bonuses based on KPI performance.
Benefits include funding for further qualifications, annual salary reviews, a matched pension scheme, and generous holiday allowances.
The firm prides itself on its close-knit culture and commitment to community involvement, offering paid volunteering leave and support for ongoing professional development.

A family-run firm in Worcester are looking for a career-paraplanner to come in and join their growing paraplanning team. As a result of recent acquisitions and adviser hires, this firm are looking to supplement their adviser support team with an experienced paraplanner. An independent firm who are very proud of their culture, they have built a really close-knit team and have a strong foundation in the local community - their staff get leave to volunteer at initiatives important to them, they donate a % of their profit to charity each year and they're committed to the ongoing professional development of everyone who works there.Your duties will include some of the following:???????

Research & Recommendations: Conduct research on financial products, investments, and strategies to support the advice process.
Portfolio Research & Analysis:Conduct research on the underlying assets (stocks, bonds, funds, etc.) included in the model portfolio, ensuring they meet the strategy’s investment objectives and risk profile.
Suitability Report Creation: Generate and present clear, concise reports for clients and financial advisors, summarizing key financial information and recommendations.
Compliance & Regulatory Support: Ensure that all recommendations and financial plans adhere to regulatory standards and company policies.
Client Communication: Support client-facing advisors by maintaining regular communication with clients regarding updates and follow-ups.
Workflow Coordination: Manage workflow within the planning process, ensuring timely completion of tasks and adherence to deadlines.
Continuous Learning: Stay updated on financial planning trends, products, and regulations through ongoing professional development

Benefits of the role include

£35k - £45k salary
Bonus depending on KPI performance
Funding for further qualifications
Annual salary reviews
Pension matched up to 5%
23 days holiday, rising in line with service
Paid study leave
Paid volunteering leave
PMI, DIS, Medicash

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