A truly exciting opportunity for a Paraplanner to join one of UK’s leading wealth management and financial advisory specialist based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
We are looking to speak with applicant who can demonstrate commitment, eager to learn and showcase their skills !
Main Responsibilities for the successful Paraplanner:
- Work closely with IFA’s undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
- Effectively and efficiently summarise recommendation options for IFA’s and draft proposals, letters and suitability reports for a wide range of products, providers and funds.
- An ability to think independently and to work outside of formal template structures is essential in formulating our highly individualised largely free-type client reports.
- Competent use of different software packages and technology to analyse data and propose effective client solutions.
- Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately.
- Support the Head of Research and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
- Maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs.
- Contribute to staff meetings and process improvement sessions to help the Company achieve its goals.
About the successful Paraplanner:
- Level 4 Diploma in Financial Planning or near completion of.
- Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice.
- A detailed understanding of pensions, investments, protection, and tax planning.
- Excellent report writing and communication skills.
- Experience of a variety of IT systems.
- Previous experience of using different provider websites and knowledge of the overall application and administrative processes.
What we offer in return to the successful Paraplanner:
- Salary £32000- 38000 per annum
- Monday to Friday (9am-5pm) -working from home with occasional visits to the head office as and when required
- UK’s leading wealth management pension scheme + generous holiday entitlement
- Unrivalled career development prospects
- National Training and ability to upskill your existing skill set
If you are passionate about the financial sector and want to be part of fantastic team, please do not hesitate to contact us for more details!
Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy.