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Paraplanner (will consider a Jnr Paraplanner)

Reward Recruitment
Job LocationWetherby
EducationNot Mentioned
Salary£24,000 - £35,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Paraplanner, or will consider a Jnr ParaplannerNr Wetherby Salary: £24,000 to £35,000 per annum plus excellent benefits and free parking We are currently recruiting on behalf of a multi award-winning financial planning firm, holding the prestigious titles of Chartered Financial Planning Firm and also an Accredited Financial Planning Firm.They are a small but highly qualified team providing full financial planning that is independent and an excellent level of service to their high net-worth clients. They have a clear focus on doing the right thing for their clients, in the right way. This has led to them receiving a number of awards and accolades such as the "CISI Accredited Financial Planning Firm of the Year 2019", the "Professional Adviser Firm of the Year 2020" and also the "Yorkshire Financial Awards Employer of the Year 2019". They have also been awarded the "New Model Adviser firm of the North" for 2019 and 2020 as well as the "Professional Adviser Firm of the year-North-East" for 2019 and 2020. The awards and accolades they have achieved are a testament to the quality of the work and service provided by their team to their clients and shows they are committed to being the best financial planning firm that they possibly can be.As a steadily growing financial planning business, they offer a superb working environment and ultimately a great opportunity for a Paraplanner looking for the next move. They will provide you with support and direction to help you develop your skills, with the ability to progress as the business grows and you will have ample opportunity to contribute to the development of the business.Key Purpose of the Role:

  • Responsibility for providing excellent paraplanning support to the Financial Planners.
  • One of the unique parts of our role is that you will be actively encouraged to participate in client meetings and help to formulate financial plans and strategies and will not just be a report writer.
  • Experience of process and workflow management would be beneficial.
    • Duties and responsibilities include:
  • Support the Financial Planners with research and analysis to meet client needs and objectives. Prepare Financial Plans and Suitability Reports Prepare and collate documentation to support the recommendation and justify the provider and product recommended.
  • Assist with client meetings, including taking notes and follow up any actions as required.
  • Manage your own workflows and tasks.
  • Follow compliance processes to manage risk and adhere to quality standards whilst ensuring excellent customer outcomes.
    • Skills and Experience:
  • You will hold the Diploma Level 4 qualification (or higher) and have a desire to achieve Chartered and / or Certified financial planner status.
  • You will have a minimum of 18 months experience in a similar position.
  • Good understanding of the financial planning process and associated compliance aspects.
  • Driven and focused with the ability to complete tasks under pressure on time and right first time.
  • Experience of report writing and conducting investment and product market research.
  • Technically proficient across all areas of financial planning, especially pensions.
  • Used to dealing with high net worth clients Act with honesty and integrity Ability to use technical financial planning tools, financial modelling and back office software.
  • Be able to work on own initiative & achieve agreed outcomes without supervision.
  • The ability to work as part of a team and interact with clients and providers outside of the business.
  • Act as main point of contact and deal effectively with technical queries from clients and other parties through effective communication.
    • How to Apply:Please send your CV to Stuart at Reward Recruitment Limited or call him for a discreet and confidential chat. Required skills
  • Paraplanning
  • Report Writing
  • Wealth Management
  • Paraplanner
  • Level 4 Diploma

    • Keyskills :
    Paraplanning Rept Writing Wealth Management Paraplanner Level 4 Diploma

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