Job Information

Majority office based (potential for 1 but max 2 days WFH subject to performance) 

Must be highly motivated, enthusiastic and experienced full-time paraplanner

Your role as a Paraplanner will include, but not be limited to:

·         Providing technical support to Financial Advisers

·         Designing and delivering Financial solutions with the IFA’s support

·         Conducting portfolio analysis and fund research

·         Handling technical client queries

·         Maintaining back-office accurate records

·         Creating and processing strong summary of advice (suitability) reports

·         liaise with Pension & Investment Providers & Insurers

·         Processing client transactions and enquiries accurately and in a timely manner and per agreed service levels.

·         Proactive assistance and resolution of client enquiries, adhering to relevant timescales and processing guidelines

·         Processing client transactions and enquiries accurately and in a timely manner and per agreed service levels.

·         Proactive assistance and resolution of client enquiries, adhering to relevant timescales and processing guidelines

Skills and qualifications required:

·         Experience of whole of market product research

·         Technical knowledge and expertise of Financial Service products

·         Working knowledge of Intelligent Office (desirable)

·         Relevant min 2 years’ experience as a paraplanner (Preferred)

·         You must have an excellent understanding of the financial planning process and a knowledge of financial services world

·         You should be able to plan and prioritise your own workload and work with minimum supervision

·         You will have excellent report writing skills and have a high technical knowledge