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Technical Paraplanner

Furnley House Limited
Job LocationLeicester
EducationNot Mentioned
Salary£35,000 - £45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Are you an experienced paraplanner seeking to further your career in a challenging and diverse roleA position where you can work with clients in their best interestsWe are a successful, innovative financial planning practice, offering high quality, client-focused service based on shared values, empowerment and taking ownership.If so, we would like to hear from you to help us continue our high-quality service in a technical paraplanner role.Joining our team would be a chance to work on all aspects of financial planning, join a close-knit growing team with an entrepreneurial approach providing varied responsibility and the ability to be empowered beyond the job title.We provide a supportive environment investing in staff training, development and encouragement and support for professional exams.We offer an inclusive culture with a comprehensive wellbeing programme, including access to social events, courses and health initiatives.We strive to do the best for our stakeholders, staff, clients and community alike.Providing detailed, accurate and relevant information to the financial planners concerning specific customer requirements, responsibilities will include:

  • Evaluating providers and products
  • Researching funds and asset allocation modelling
  • Cash flow modelling
  • Preparation of suitability reports for discussion with financial planners
  • Preparing and maintaining compliant client files
  • Liaison with providers, clients and industry professionals
  • Preparation of annual client reviews
  • Implementing recommendations
    • Benefits25 days holiday (can buy or sell up to another 5 days), Comprehensive staff wellbeing programme inc. organised social events/ healthcare initiatives, Pension - 5% employee and 5% employer contribution, Perk Box Medical Additional Information Our role is office based with some flexible & remote working opportunities knowing part of every week would in the office. Essential Skills
  • Proven experience as a paraplanner
  • Diploma level 4 qualified (Will consider someone nearing completion)
  • Analytical skills
  • Progress with Advanced Diploma exams/desire to progress to Chartered status
  • Detailed understanding of the investment marketplace
  • Excellent communication skills.
  • Strong numeracy skills.
  • Client service experience
  • Excellent attention to detail.
  • Organisational skills
  • Problem-solving
  • Team player.
  • Honesty & Integrity
  • Proficient in MS Office Word and Excel.
    • Desired Skills
  • Commercial awareness.
  • Working Knowledge of CRM Platforms (iO)
    • About CompanyFurnley House helps people to live the life they want by providing ethical and independent advice to individuals, families, and businesses.Were proving that sound ethics are better for business - and helping redefine a profession in need of trust. Being independent, we work only for our clients, searching the whole market and doing the right thing because our success depends on yours. Its a true partnership - a personal commitment in which your goals become ours.Were strong, established and highly qualified, with more than 150 years shared experience in financial services. Were also relatively young, so that we can take the long view. And well be with you all the way, looking ahead and responding as your priorities change over time.Furnley House was founded out of a need to make financial planning more accessible to those who need it the most. And that ethos of being here to make a difference has never left us. That is why we formed The Furnley House Foundation. Its our way of giving back to help improve the lives of as many people as possible, assisting those within our community-causes that are close to our clients staff, registered charities, and community projects.NO AGENCIES PLEASEWe are using a third party to run and organise the response for this advert.Please do not contact us if you are a recruiter.Candidates, please do not apply directly to us as there is a chance we will miss your application if it does not go through the right channel.Keywords:Paraplanner, financial planning assistant, assistant financial planner, client support, report writing, research, cash flow, technical planner Required skills
  • report writing
  • Paraplanner
  • research
  • client support
  • cash flow
  • financial planning assistant
  • technical planner
  • assistant financial planner

    • Keyskills :
    rept writing Paraplanner research client suppt cash flow financial planning assistant technical planner assistant financial planner

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