Paraplanner

• Liaising with clients, fellow team members and Advisers to deliver client centric financial planning solutions
• Prepare high quality, comprehensive and compliant recommendation reports
• Provide excellent administration and customer service
• Research and analyse data
• Prepare bespoke recommendation reports to meet clients’ needs
• Provide support to the Advisory team
• Attend meetings and present lifetime cashflow models
• Support and mentor the administration team
• Comply with, and have an excellent understanding of, current regulation
• Keep up to date with industry and technical changes
• Play a key role in the advice process, making suggestions to advisors
• Strive to find the right solution for our clients
• Maintain client files to the correct standard
• Ensure that advice meets FCA requirements

• Minimum of 5 years’ experience as a paraplanner
• At least the Level 4 Diploma in Financial Planning, with a desire to develop further and work towards Chartered status
• Excellent technical knowledge and experience in recommending a wide range of financial products, including pensions, investments and life assurance
• An interest in wider financial markets
• A knowledge and understanding of the taxation system
• Proficient IT skills with Microsoft Office programmes
• A knowledge of IRESS Xplan would be preferred
• Previous experience producing bespoke recommendation reports
• Good eye for detail and be able to gather information from a variety of sources to provide high quality written work
• Ability to work to deadlines, take pride in your work and a positive attitude
• Experience of working in a team, as well as corresponding directly with clients and third party providers
• Excellent verbal and written communication skills
• A professional telephone manner
• Good organisational skills

A knowledge of IRESS Xplan would be preferred

• Minimum 24 days holiday, depending on experience, plus bank holidays
• Birthday Leave
• Holiday purchase/sale scheme
• Matching employer pension contributions up to 6% of salary
• Salary sacrifice available for pension contributions
• Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State pension age
• Death in service benefit (4x basic salary)
• Private Health Insurance – Individual cover available
• Paid Study leave
• All professional exams, study books, revision courses and resources paid for (at the first attempt)
• Up to two professional subscriptions paid for
• Encouragement to develop and learn by attending training courses and CPD events
• Soft skills workshops
• Employee Assistance programme
• Length of service recognition
• Social events paid for or subsidised by the firm