Paraplanner
Altrincham - Hybrid Working (3 Days in office)
Salary: £34,500 - £40,000 + Bonus
We are delighted to be working with an exceptional holistic chartered financial planning firm who help both private clients and companies in the UK.
Our client is looking for a CII Level 4 qualified Paraplanner to join their Technical Support Team.
You will be working closely with the financial advisers writing suitability reports, carrying out research and analysis, and making recommendations.
Key Responsibilities
- Analyse and research of funds and providers, report writing and product recommendations.
- Provide advice within a strict ethical and compliance framework and under guidance from the Director of Risk
- Provide technical support and back up for the Advisers and the Sales Support function
- Complete portfolio reviews and rebalancing requests
- Use knowledge of financial planning to question and challenge proposed solutions
- Identify problems with workflow processes and suggest improvements
- Deal with client and insurer queries to completion via the telephone or in writing
- Ensure that quality assessments (peer review) have been carried out, evidenced, and signed off accordingly
- Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required
- Ensure that personal level of authority and responsibility is clearly delineated.
- Commit to continuous personal development and retain supporting records for inspection upon request.
- Manage own workflow position and provide updates to the Director of Risk.
About You
- A minimum 2+ years experience in financial services
- CII Diploma Level 4 (Essential), Chartered Level 6 (Desirable)
- Excellent understanding of the Financial Planning process
- Excellent understanding of the main financial products and the data required by Paraplanners and Advisers to analyse their ongoing suitability for clients
- Able to work within defined business processes, as part of a team and individually on own initiative
- Ability to achieve agreed outcomes without supervision, prioritising and planning own workload
- Excellent interpersonal skills
- Ability to produce detailed and accurate work consistently to a high standard
- Good IT skills (notably MS Word and Excel, but also able to learn third party software such as Intelligent Office, FE Analytics and Selectapension)
Desirable :
- Desire to achieve Chartered status (Level 6)
Benefits
- Uncapped performance related bonus
- 23 days holidays, increasing to 24 days when you reach 3 years of service, and 25 days when you reach 5 years of service. Opportunity to buy additional 5 days each year
- Birthday day off
- Hybrid working – 3 days in the office
- Flexible working hours
- Health Insurance
- 4 x Death in Service
- 5% employer pension contribution plus 50% employer NI savings
- Exam and study support
- Staff recognition awards and social events
- Employee Assistance Programme
Paraplanner, Altrincham (NT-1973)