Are you keen to join a dynamic business that is highly regarded within the financial services industry as a Paraplanner supporting HNW Financial Advisers?
This national advice business is in the process of growing their UK footprint by developing their team of Financial Advisers to service their acquired HNW client banks; therefore, they now require a Paraplanner to provide their Advisers with a first class paraplanning support.
Roles and responsibilities
As a Paraplanner, you will act as a key part in assisting the Financial Advisers provide financial planning advice to their HNW clients.
Your duties as a Paraplanner will include:
Ensuring full preparation of necessary documentation and information for recommendations
Liaising with the Financial Advisers on a continuous basis to ensure tasks are organised / undertaken within a compliant manner and timeframe
Researching financial solutions by utilising the appropriate software and your industry knowledge
Produce compliant reports and recommendations letters
Prepare and submit the required paperwork to implement the recommendations made
Ensure client files are compliant and include evidence of research undertaken
Maintain your personal development through CPD and receive additional training when required
Training and Development
They offer excellent career development opportunities and give each individual the scope to grow and be part of their ongoing record of success. Possible progression is available for Paraplanners to become Financial Advisers after 18 months.
Requirements to be considered
In order to be considered for this role, you should have experience of paraplanning duties and be Level 4 DipFA qualified or working towards this qualification. In addition, you should have good knowledge of financial planning and the typical products and services used to meet clients’ needs.
Salary from £30,000 to £35,000 pa plus pension, bonus, holiday and excellent range of flexible benefits
They pride themselves on the first-class service provided to their HNW clients which is reflected in the formidable reputation they have built.
With prestigious offices based across the country, you will be working from their regional hub
The company’s vision is to continually improve at every level of their organisation, and take pride in developing and retaining their growing team of advisers and support staff.
Shipley, West Yorkshire
Birmingham, West Midlands
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