Paraplanner

Role Overview & Responsibilities

RESPONSIBILITIES

· Accurately prepare personalised suitability reports and letters which are well thought out and meaningful

· Working efficiently to meet target deadlines

o Recommendations to include Pensions (including transfers), Investments (ISAs, Unit Trusts and Bonds including Trust work – Loan Plans/Gift Plans) and Drawdowns

· Ensure all client work and documents (CFR, Illustrations etc) are compliant and supported with relevant paperwork

· Undertake comparative research in preparation of client recommendations

· Ensure all client queries are appropriately investigated and accurate responses given

· Part of the role will include administration support – requesting additional LOA information, Business Submission

· Work as part of a wider team in order to ensure an exceptional client experience and high-quality advice it provided to all our clients

CANDIDATE REQUIREMENTS

· Attained or working towards the Level 4 CII Diploma (or equivalent)

· Good understanding of financial products and services

· Strong analytical skills, specifically analysing records and providing detailed technical commentary

· Strong organisational skills (e.g. managing an effective and efficient workload and often working on multiple cases at one time)

· Team fit is important to us as we are a small team, we have a positive approach to work and life and are therefore looking for like-minded individuals

· Experience of Analytics, Voyant and Salesforce/Aptus are advantageous

· A good understanding of the administration and support side of Paraplanning, as well as preparing reports and relevant documentation

. · Hybrid working may be an option for the right candidate

Job Types: Full-time, Permanent

Salary: £38,000.00-£41,000.00 per year

Benefits:

• Company pension
• Sick pay

Schedule:

• Monday to Friday

Work Location: One location