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Paraplanner - Hybrid working available

Office Angels
Job LocationAshford, Kent
EducationNot Mentioned
Salary34,000 - 40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Paraplanner *Hybrid working available*Salary: £34k - £40k DOELocation: Ashford, with free parking and close to local shops and restaurants, Hybrid working available, 1-2 days working from homeHours: Monday - Friday, 9am-5:30pm with 1 hour for lunchThe team: The company employ 24 self-employed advisers across the South East who do their own prospecting and submit a paraplanning request into the office. The Paraplanners select the most suitable plan, produce the KFI, write the suitability report and submitit back to the adviser to be presented to the client. They have a separate Adviser Support team who deal with new business applications, servicing, etc. and youll be working as part of a team of 10 office based employees.The opportunity:

  • Our client would like to recruit an experienced Paraplanner to join their existing team of four made up of 1 x Paraplanning Manager, 2 x Paraplanners, 1 x Trainee/apprentice plus a Technical Manager who is chartered and a fellow.
  • Being a Line Manager to 3-4 people, allocating work, monitoring workflow, etc. in addition to the core paraplanning work itself.
  • Suggest ideas on improvements to systems, processes, etc.
  • Career progression is available to become a Paraplanning Manager in due course.
  • Back office = Xplan (Iress)
  • Main Platforms used - Aviva, Fidelity, Quilter, Transact.
  • Systems used - O&M Profiler, FE Analytics, risk profiling is a proprietary system owned by Square Mile who support us with our CIP
Main responsibilities:
  • Preparation of suitability reports from approved templates
  • Draft templates for approval
  • Obtain relevant quotations from providers
  • Process new business
  • Obtain client information
  • Obtain policy information
  • Demonstrate principles of Treating Customers Fairly in all customer dealings
  • Communicate easily understandable recommendations to customers in all cases, and in writing
  • Aware of and complying with the rules of the FCA and the set procedures of the business to achieve compliance
  • Comply with the requirements laid down in the
  • Compliance and Administration procedures
  • Create compliant client files where all communications are documented correctly
  • Support the provision of good quality advice and service that does not require customers to make complaints
  • Complete CPD activity to meet identified needs and complete training activity records accordingly
  • Ensure any rule breaches are brought to the attention of the Senior Management
  • Develop and maintain the highest possible compliance standards in all aspects of the business
Skills and experience required:
  • Full FPC or Certificate of Financial Planning
  • Paraplanning experience
Interview process:
  • Face to face, for an opportunity to see their offices and meet their welcoming team
Next steps:If youre interested in this position and have the skills and attributes listed above then please apply today.* Please note if youre suitable and your skills match the role youll receive an e-mail from us. Remember to call us on ASAP/within 24 hours to discuss the position in further detail with Bonnie (Candidate Manager) or Nicola (Permanent Consultant).We look forward to your application.Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

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