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We’re looking for an exceptional and experienced (ideally level 4 qualified or at least part qualified) Paraplanner to join our client's dynamic and rapidly expanding national IFA business.
The Company
Founded in Worcester but with a growing national footprint, our client design and build financial plans for private individuals, business owners and corporate clients that fit perfectly with their unique requirements and needs.
The Requirements
You’ll be an ambitious team player in possession of a growth mindset and a strong work ethic, have a keen eye for detail and be prepared to always go that extra mile for the good of the client and your colleagues. In addition, you’ll also have a care for community, the world around us and a strong social and moral compass. This is predominantly an office based role in Worcester.
The Role
To assist in and support the functioning of their technical department and in the achievement and delivery of outstanding client outcomes, business objectives and regulatory obligations. Responsibilities will include, but not be limited to:
• Preparing review packs for client meetings.
• Writing client reports and recommendations letters.
• Preparing advice packs and application/nomination forms.
• Submitting Requests for Information to providers
• Keying amendments and adjustments to policies and new applications.
• Cashflow planning.
• Research, using available various tools.
• Submitting business and maintaining client records on their systems (Intelligent Office and Sharepoint)
To be successful in this role you’ll:
• Have a minimum of 2 years paraplanning/technical report writing financial services experience, which may have been in report writing/technical support and/or paraplanning. Ideally you will be at least level 4 qualified and possibly on the journey to becoming chartered.
• Possess an understanding of relevant regulation and legislation.
• Have an understanding of investment, retirement and protection products and attitude to risk.
• Must be able to demonstrate excellent oral and written communication skills and be an excellent time manager, able to work under pressure.
• Be articulate in terms of both industry language, tools and software systems.
• Share our belief in independence and the primacy of the client.
• Have experience working with Microsoft Word, Excel and Outlook.
• Demonstrate ongoing commitment to your own development.
The Reward
We believe in looking after our people and that the development of a fair, transparent and supportive working environment is essential to helping our team achieve our collective and their individual goals. That’s why all our people receive:
• 25 days paid holiday plus birthday and bank holidays.
• Matched pension contribution up to 4% earnings with Royal London
• Annual discretionary bonus
• £50k Critical Illness Cover
• 4 x Death in Service
• Private medical Insurance.
• Additional support for training and development with costs of further qualifications covered by the business.
• Carbon footprint off-setting.
• Two paid volunteering days per annum supported as part of our community support programme