Paraplanner

Are you passionate about delivering outstanding client service and building upon your experience within a fast-paced financial planning company?

I am looking for a proactive, confident individual with a can-do attitude to deliver high quality research and reports, take their own initiative to collaborate with Financial Advisers and colleagues to provide a top quality client experience. Do you thrive in a dynamic environment, are committed to excellence and have an analytical mindset??

This position is largely remote with the flexibility for some hybrid working from the clients n office as agreed.

Salary & Benefits

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• Group Pension with contributions available via salary sacrifice
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• Group life assurance - up to four times your core salary
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• Health Cash Plan to help cover the costs of everyday healthcare
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• 28 Days annual leave – plus bank holidays
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• Salary £40,000 - £46000 depending on experience.
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The Role

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• Manage communications with providers and colleagues by phone, email and messaging systems to ensure the smooth processing of cases
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• Obtain key information and updates where required.
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• Source provider illustrations, documents and forms from provider platforms and websites.
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• Prepare technical research and analysis documents as required
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• Prepare high-quality suitability reports for investments, pensions and protection.
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• Preparing clear and concise handover notes for colleagues in other teams.
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• Documenting/updating processes relevant to your role where necessary and sharing knowledge with your colleagues.
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• Identifying opportunities for improvements and efficiencies within the processes and proactively flagging these with your line manager for continuous improvement.
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Key Requirements

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• 5+ years minimum experience in Financial Advice Services with 3+ years paraplanning experience.
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• Full diploma in Financial Planning is preferred.
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• Excellent interpersonal and client care skills.
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• Proven ability to work under own initiative and identify what needs to be done to resolve an issue rather than waiting for instructions.
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• Excellent diary management, planning and organisational skills to help prioritise key tasks and work efficiently around tight deadlines.
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• Professional, articulate, and confident.
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