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Paraplanner

Office Angels
Job LocationTaunton
EducationNot Mentioned
Salary£38,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

JOB TITLE: ParaplannerLOCATION: Taunton, SomersetFlexible and hybrid working is offered, although initially you would be required to spend some time in the office to get to know the team, your Advisor and the systems.SALARY & BENEFITS: Up to £38,000 PA DOE22 days holiday plus bank holidays - increases with length of service, flexible working, pension scheme, private medical insurance, corporate gym membership rates, internal training, free eye tests, free parking, friendly and supportive team environmentand a Cycle scheme.HOURS: Permanent, full time, Monday to Friday 37 hours. Flexible on start and finish time.THE COMPANY: A leading and successful accountancy firm with recently refurbished, modern and bright offices, who really pride themselves on the service they deliver to their clients. They are a very well established firm with a fun and livelyteam.THE ROLE: You will be focused on providing paraplanning support to the Financial Advisors by proactively searching for opportunities to add value. You will be a key member of the team in their day to day performance.KEY DUTIES:

  • Updating all learning protocol / workbooks.
  • Responding to Advisor queries promptly.
  • Conducting product / plan research to be able to produce draft suitability reports for Advisor approval.
  • Building on technical training to provide specific and accurate responses to queries raised by Advisors, colleagues or clients.
  • Actively exploring the opportunities available to get involved with work in other service lines or offices.
  • Seeking involvement in projects to develop internal processes.
  • Taking an active role in team meetings and discussions.
  • Consistently demonstrating going the extra mile for Advisors to exceed their service expectations.
  • Maintaining your technical knowledge.
THE PERSON:
  • Whilst a CII Level 4 qualification is preferred, it is not essential for the role and you could be working towards this.
  • The ability to communicate confidently, clearly, and effectively at all levels both internally with Advisors and colleagues and externally with clients.
  • Professional, personable, presentable, and punctual.
  • Excellent attention to detail and a high degree of accuracy.
  • Strong IT skills - including MS Office and the ability to pick up new databases and CRM systems with ease.
Next Steps...To apply for this role please do so online or email your CV to . If you would like to speak to a member of the team before applying please call the office on .Why make Office Angels your agency of choice
  • CV advice and guidance.
  • Thorough interview preparation advice and support.
  • Weekly email updates of our most current opportunities.
  • Support from a personable and dedicated team of experienced Consultants.
  • We keep in touch! Once we place you in your new role, we keep in touch for your first few weeks to ensure you are happy and settled in.
  • If we successfully find you your new role we will plant a tree in your name!
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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