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Paraplanner, Cheltenham (CR-816)

£25000 - £55000 Plus benefits

We have an exciting opportunity for a Paraplanner to join a Chartered Financial Planning firm based in their Cheltenham offices where you will become a member of the Paraplanning team and develop your career utilising the excellent study support that the firm provide.

Responsibilities

  • Preparing the appropriate packs for Financial Planner/Client meeting(s), to include full documentation and necessary paperwork to fulfil the Client’s needs/requirements and our regulatory compliance obligations;
  • Researching products available in the market, selecting those that are most appropriate for the respective client’s financial needs, priorities and overall financial position;
  • Contributing to the designing and updating of Suitability Letter templates so as to comply with current FCA, Regulatory and Legislative requirements;
  • Ensuring Compliance procedures are adhered to at all times, escalating any breaches or concerns to the Compliance Officer in a timely manner will full and accurate information; and
  • Maintaining and proactively secure Product, Technical and Regulatory knowledge to enhance personal performance.

 

Qualifications and experience

  • You must have at least three years’ experience working as a Paraplanner. A minimum of CII Diploma status is required for this role. Ideally you will hold CII Chartered status, however, they will consider Paraplanners who are close to achieving this.
  •  A comprehensive knowledge of pensions and investments
  • Good understanding of compliance processes and issues
  • Excellent interpersonal, listening, numerical and IT skills
  • Strong analytical and research skills
  • Excellent report writing and written/verbal communication skills
  • Good organisational, time management skills and effective caseload management
  • Experience in the financial services industry, working for an Independent Financial Adviser
  • Previous Paraplanning experience (up to three years is desirable)
  • Ability to work on own initiative, sometimes for long time periods
  • Professional, ethical and discreet
  • Ability to build and maintain ongoing client relationships
  • Ability to work well under pressure while maintaining excellent attention to detail

 

Benefits

  • Excellent Company Benefits package including a non-contributory Pension Scheme, Private
  • Medical Insurance, Income Protection, Critical Illness and Death in Service
  • Generous holiday allowance
  • Corporate gym membership
  •  Free town centre parking for employees who live over 1.5 miles away from the office (Cheltenham only)
  • Regular company social events
  • Charity days
  • Excellent culture, promoting employee wellbeing and engagement
Location: 
Cheltenham
Job Role: 
Employment type: 
Employed (Full Time)
Sector: 
Financial Planning
Reference Number: 
CR-816