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Paraplanner

Juice Personnel
Job LocationOssett
EducationNot Mentioned
Salary£30,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

ParaplannerA well-established, family run IFA business has asked us here at Juice HQ to recruit a remote Paraplanner to their expanding team on permanent basis.Providing a back office, administrative service which will allow the team of financial advisors to carry out their day to day, client facing duties.This is a core role within the business, and will play a key part in the businesses growth and succession plans.Key Responsibilities

  • Research & prepare fully compliant reports for the Advisers clients, supporting the recommendations made.
  • Conduct annual reviews in line with SLAs
  • Consider the various online facilities offered by product providers and select the ones that would most suitable.
  • If applicable, review file notes and issue clear instruction of requirements to admin
  • Update and maintain the work-flow and AO activities as and when required
  • Work alongside the advisors, on advice strategies
  • Developing excellent relationships with providers and arranging /attending meetings as and when necessary
  • Limited interaction with clients
    • Key Skills & Experience
  • Previous Paraplanning experience
  • Understand the financial products and services available to clients and the ability to assess suitability in line with clients goals
  • Strong pensions / investments / protection product and taxation knowledge
  • Diploma in Paraplanning (with aspirations to be Chartered) or Level 4 Diploma in Financial Advice
  • Apply the influence of taxation and other non-tax laws to the process of advising clients.
  • Strong organisational and communication skills
  • Superb IT Skills including MS Office
  • Minimum GCSE B grade in English and Maths
    • Personal QualitiesThis is a real team player role which will be central to a team of 3 advisors requiring you to be organised, flexible and adaptable. Being reactive is a key skill as the work required will be ever changing and often, coming from all directions. Being pro-active is equally as important. Being the back office administrator to the advisors, they are wanting someone who can work with them and support them in the true sense, often knowing what is needed before being asked or told.Someone who can remain calm when under pressure, present a consistent professional image of the business and have the customers best intentions at heart at all times is also imperative.Additional informationRemote opportunity (but must be in commutable distance of Mirfield for team meetings post-covid)£30,000 - £40,000 per annumThis vacancy is being advertised on behalf of Juice Personnel who is operating as an employment agency.Please note: As Juice Personnel are a reputable recruitment agency; we do not submit your CV to the end client until you have met with us. Your application will be sent to one of our consultants for review, at which stage we will be in touch to discuss your details further. If you do not hear from us within 48 hours your application has not been successful.

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