Paraplanner

Paraplanner

A well-established Independent Financial Adviser firm, situated on the outskirts of Leicester, is looking for a personable, bright, and articulate individual to come on board as a Paraplanner.

Your main duties will be to provide Paraplanning support to the companies’ advisers, including preparing documents and submitting business, ensuring all paperwork and processes are fully compliant.

Our client is a friendly, family orientated company, full of hardworking people and they are looking for someone who is excited about this rare opportunity. To apply for this position, you must have at least 2 years’ experience of working in a similar role and have a good technical understanding of Investment, Retirement, and Pension products and your use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and a genuine ability to forge strong relationships with colleagues and clients.

Duties and responsibilities for Paraplanner include:

  • Providing full Paraplanning, including the preparation of suitability reports and supporting documentation, submitting new business and other transaction requests to providers.
  • Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision.
  • You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the MD, but you may on occasion be required to assist with the information gathering.
  • Excellent organisational and communication skills.
  • Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.

Skills and experience for Paraplanner:

The ideal client will have:

  • Recent experience of producing bespoke technical suitability reports.
  • An exceptional working knowledge of Microsoft word, Excel and Outlook with the ability to quickly familiarise yourself with various systems, including our in-house back-office platform (Iress Adviser Office).
  • Be able to support senior staff to provide their advisers with robust advice solutions, drawing on your technical knowledge and carrying out appropriate research to justify and evidence the advice given.
  • Manage complex cases, from inception to completion and find solutions to technical problems.
  • Manage queries and provide suitable remedies.
  • Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.
  • First class time management skills with the ability to prioritise and organise own workload.
  • You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.

This is a full-time position, 37.5 hours per week (30-minute unpaid lunch), Monday-Friday.

Salary:

  • £30,000 - £32,000 per year (DOE).
  • The successful candidate will be expected to complete a 6-month probationary period.

Benefits:

  • 25 days holiday plus bank holidays.
  • Generous non-contributory group pension scheme, commencing after 3 months continuous service.
  • Free death in service benefit after successful completion on probationary period
  • Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities, Gym and free on-site secure parking.

Experience & Certification:

  • Minimum 18 months Paraplanning/Personal Assistant experience.
  • Hold or be working towards Level 4 Diploma in Regulated Financial Planning (DipPFS)

Work remotely:

  • No

COVID-19 precaution(s):

  • Our client is currently Operating as per the latest Government guidelines.
  • Sanitisation, disinfection, or cleaning procedures in place.
Posted
05/01/2022
Location
UK, UK, UK