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Paraplanner

REED Insurance
Job LocationLoughborough
EducationNot Mentioned
Salary30,000 - 40,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

An opportunity has arisen for an experienced Paraplannerto join a growing IFA Practice in the heart of Loughborough.With over 3 decades worth of advising clients, the companyare one of a fewIFAPractices thatdeliverholistic professional advice across Financial Services, Legal industries & Accountancy.Responsibilities

  • To understand the financial planning requirements of clients, to produce effective and compliant financial planning recommendations and to maintain the strategies over the lifetime of the clients service agreement.
  • Carry out technical research as part of the existing arrangement review process.
  • Maintain up to date technical knowledge of financial products, financial planning strategies, services, regulatory requirements and codes of practice appropriate to the company.
  • Plan; prioritise workflow to ensure deadlines are met.
  • To make the best use of available resources and proactively seek new sources of support when necessary.
  • Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
  • Develop and maintain effective relationships with clients and colleagues
Skills
  • Technically astute and have clarity of full Financial Planning Areas, to be able to produce high quality output in line with FCA requirements
  • The ability to analyse information effectively, to be organised, thorough and accurate
  • To be able to think independently
  • To be able to source and obtain reliable, current & effective information about the legal and regulatory requirements and codes of practice that affect your work
  • Communicate effectively with Clients, Planners and other Team members and to articulate complex information effectively
  • Able to present own views with clarity and impact
  • Willingness to share opinions and views with team members and debate and discuss alternative views to arrive at a common wisdom
  • Inquisitive mind, probes and checks research to gain a thorough grasp of relevant facts
Requirements
  • Level 4 Qualified in Financial Planning or above. If you are working towards it, this will also be considered!
  • Previously worked as a Paraplanner working in a busy team environment, delivering to tight timescales, ideally in an IFA environment
  • Have excellent Microsoft and Excel skills and experience of building long term cashflows.
BenefitsYoull enjoy a host of benefits including flexible working, funding and support for personal professional development, discounts on our services, increased employer pension contributions, inclusion in group death in service and permanent health insuranceschemes and more, such as:
  • 33 days holiday including bank holidays increasing at 3 and 5 years
  • Holiday scheme allowing forpurchase or sale of up to 5days holiday entitlement per year
  • Pension Auto-Enrolment with NEST with contributions of 9% (7% by employer)
  • Employee Assistance Program, including 24hr confidential support service
  • Flexible working and homeworking options

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