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Paraplanner

Cavendish Maine Recruitment
Job LocationLeicester
EducationNot Mentioned
Salary£35,000 - £50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

  • Provide a support service for all private client recommendations and reviews made by the consultant team.
  • Research products, funds and providers in addition to contributing to the investment committee.
  • Ensure full compliance with FCA regulations on the conduct of business, as well as the companys internal administrative requirements.
  • Assist compliance to help protect client, adviser and firm to ensure recommendations produced meet with current legislation.
  • Liaising with consultants and members of the investment committee.
  • Support the recommendation and giving of advice to private clients, support where necessary the implementation of recommendation at Managers discretion.
  • Provide analysis, monitoring and reporting as required by leadership team.
  • Assisting with trust requirements.
  • Provide and be responsible for paraplanning for clients needs, including research, solution design (in conjunction with a consultant) report writing.
About the Company:
  • My client, based in Leicester, have specialised in providing expert financial, taxation, and independent investment advice for over 35 years.
  • They provide tailored advice for both individual clients and businesses, encompassing the UK and international markets, with a focus on understanding each clients unique circumstances, needs, and aspirations.
  • My client are committed to upholding values of integrity, independence, and service, offering qualified, professional, and impartial expertise for clients seeking independent financial advice.
  • My client are not tied to any specific agency or restricted by product limitations.
  • Emphasizing comprehensive advice over product sales, they remain dedicated to providing clients with a wide range of options and solutions.
Key Skills/Experience Required:
  • Excellent pension, investment and tax planning knowledge
  • Superb communication skills (written and verbal) that are effective and meet business needs.
  • Ability to prioritise and organise own workload.
  • Excellent team working skills.
  • Ability to work under pressure and to deadlines.
  • Ability to apply own judgement and experience when making decisions or speaking to clients and at the same time, knowing when to refer to consultant.
  • Excellent negotiation skills.
  • Ability to work without supervision.
  • IT skills commensurate with computer packages used such as MS Office.
  • Excellent and effective delegation skills.
  • Ability to retain information relating to products and markets available.
Salary/Benefits Information:
  • Up to £50,000 salary
  • 25 days holiday
  • Study support for professional development
  • Pension contribution
  • Hybrid working - 2 days office based
  • Wellbeing support services
  • Social events.
Contact:Jordan CassellReference: JC/86653Candidate care:By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contactedfor other suitable vacancies. If you do not want us to do this please call us to advise.In the meantime, we would like to thank you for your interest in Cavendish Maine.

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