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Paraplanner - Bromsgrove/market Harborough

Full-time · England, United Kingdom

Job description

We are looking for a Paraplanner to join our growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times.

The ideal candidate will work on a hybrid basis from our Bromsgrove/ Market Harborough office. 

Key Accountabilities Include

  • Preparing and maintaining client files and client reviews.

  • Building cash flow models.

  • Preparing recommendations and suitability reports.

  • Identifying areas for planning.

  • Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients need.

  • Preparing information/comparisons for analysis by Planner.

  • Liaising with client’s legal and tax advisors (if applicable).

  • Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.

  • Establishing and building strong relationships with clients.

Person Specification

Knowledge 

  • Excellent understanding of the financial planning process.

  • Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection.

  • Excellent suitability report writing skills.

  • Keep up to date with new product, technical and legislative changes within the marketplace.

Experience 

  • Minimum 1 years’ experience working within a financial planning company.

  • 3+ years experience in a Paraplanning role

  • Experience using client cash-flow modelling software preferable.

Qualifications

  • Have achieved Diploma in Financial Planning or equivalent.

  • Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position.

Skills / Personal Attributes

  • Proficient IT skills. Basic word processing, spreadsheet and database knowledge.

  • Excellent planning and effective organisational skills.

  • Computer literacy.

  • Honesty and integrity.

  • Methodological approach to work.

What’s in it for you?

  • 28 days holiday, plus bank holidays
  • Flexible hybrid working
  • Birthday day off
  • Income protection for up to 5 years
  • MediCash online discounts and cashback plus 24-hour access to a GP
  • 4x salary death in service
  • 5% matched pension contributions
  • Access to the Radiant Academy (to support future career aspirations).
  • Competitive bonus scheme

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