This is an excellent opportunity to join a well-respected and forward thinking Financial Services company, committed to providing the very best advice. A company that prides themselves on having the correct work ethos and culture needed to provide an excellent customer experience.
The business is looking for a Junior Paraplanner (part qualified) to provide an excellent service to the business’ Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.
The Role
- Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
- Conduct fund research using the business' panel or FE Analytics where appropriate.
- Review asset allocation for any investment/pension holdings
- Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
- Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
- Preparation of fund switch and encashment letters according to advice provided.
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.
- Liaise with Product Providers / Third Parties regarding any technical queries
- Build a strong working relationship with all colleagues across the business.
- Accurately complete new business sheets to be handed over to the PA.
- Complete 4-eyes checks on the completion of application/trust forms before submission to the client or complete the forms if necessary.
- Complete 4-eyes checks of new business prior to PA submission to the providers.
- Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met.
- Undertake project work and additional duties as and when required.
- Successful completion of all relevant exams as agreed throughout your training plan.
- Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.
- Successfully undertake company quarterly tests.
- Maintain client records and update client information on back office systems to keep an effective audit trail.
About You
- Previous experience of working in similar role within financial services.
- Practical application of technical financial knowledge within career.
- Previous data research and report writing experience within financial services.
- Strong experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
- Professional with a proven strong customer focus approach to getting the best outcome for the client and the business.
- Flexible and proactive approach to getting the job done.
- Experience of working with IO back office software. (desirable)
- Experience of working with FE Analytics research tool. (desirable)
- Experience of working with a Discretionary Fund Manager (desirable)
Skills & Qualifications
- Working towards becoming full Diploma qualified
- Good understanding of the Financial Planning process.
- Strong interpersonal skills, both written and verbal communication.
- Ability to work effectively to deadlines.
- Accuracy and attention to detail to balance demands of role.
- An understanding of cashflow modelling. (desirable)
- Broad knowledge of the Financial Services Industry and high level of technical knowledge (desirable)
- In depth knowledge and experience with cashflow modelling (desirable)
Benefits
- 25 working days in addition to the normal English Bank and Public Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days.
- Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year.
- Company Funded Group Life Assurance 4 x Salary
- Company Funded Group Pension Scheme
- Company Funded Private Medical Insurance
- Company Funded Cash Plan
- Company Funded Group Income Protection
- Discounted gym membership, wearables, cinema membership and more
Junior Paraplanner
This is an excellent opportunity to join a well-respected and forward thinking Financial Services company, committed to providing the very best advice. A company that prides themselves on having the correct work ethos and culture needed to provide an excellent customer experience.
The business is looking for a Junior Paraplanner (part qualified) to provide an excellent service to the business’ Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.
The Role
About You
Skills & Qualifications
Benefits