This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business.
Location: Can be office based but home working is also available.
Hours: Full time. 9am until 5pm (Monday to Friday)
Salary; £30,000 - £40,000+ Negotiable
Contract type: Permanent
Benefits;
*30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
*NHS Top up Medical Cash Plan (increasing with length of service)
*Gym membership
*Free onsite parking
*Bike to work scheme
*Exam support and funding
*Inhouse development path for those that want to develop throughout the various roles
*Team socials
*Hybrid working
Role purpose: An exciting new opportunity has arisen to join their successful Paraplanning team by providing daily Paraplanning support to the Financial Advisers and clients within the business.


Key Duties/Responsibilities/Person Specification:


*Providing high quality technical paraplanning support to the adviser team and Paraplanning Manager across all areas of financial advice
*Preparation of suitability letter and reports in line with Advice framework standards and compliance
*Research and analysis of financial products.
*Analysing clients circumstances, goals and objectives to match the desired outcome
*Accurately recording clients data and compliance
*Communication between client and adviser to ensure both parties are updated throughout the process.
*Working within desired timescales for completion of tasks
*Project a professional image in both appearance and attitude and provide quality support on time to agreed standards • Maintain up to date industry knowledge and awareness by attending training days.
*Maintain technical competence at an appropriate level to meet the requirements of the role.
*Previous and proven successful experience in Paraplanning role is essential
*Diploma or working towards is desirable but not essential
*Genuine interest in Financial Services and paraplanning as a career
*High level of attention to detail and accuracy
*Highly organised
*Excellent written and verbal communication skills
*IT Skills
*Always demonstrates a positive attitude
*Works well as an individual and as part of a large team
This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business.