We are looking to recruit an experienced (preferably level 4 diploma qualified - or working towards) Paraplanner to expand our Financial Services team.
As an experienced Paraplanner, you will be part of a small Sales Support and Financial Planning Admin Team providing efficient administration and sales support to consultants, to ensure compliance with relevant procedures, as well as pro-active support to consultants in the provision of on-going independent financial advice to clients.
(Note - in addition to these functions employees are required to carry out such other duties as may reasonably be required)
Key aspects of the role include:
- Assist in the preparation of letters and technical reports for consultants, from a brief and/or client file information.
- Research products and funds to enable suitable providers to be selected for inclusion in a benefit / investment strategy.
- Review and comment on the suitability of existing pension, investment, and protection arrangements, including SSAS/EPP.
- Handle client correspondence of a technical nature on behalf of consultants (which may include provision of specific information to clients). It is not envisaged that RI status would be given to this position, although a successful candidate with drive and ambition may be considered for further training as a consultant.
- Ensure that consultants are kept up to date/notified re any difficulties or non-standard matters, as appropriate.
- Ensure timely & accurate implementation of required work and ensure continuous communication with Consultants/Clients as appropriate.
- Act as technical interface between consultant and client.
- Proactively collate information required for reports.
- Commercial awareness to produce reports in a sales format.
- Assist the Office Manager and Admin team with day-to-day office administration as required
Why Bishop Fleming?!
Bishop Fleming is leading independent provider of audit, accountancy, tax, and advisory services in the UK. With a turnover of £43.1m, the firm saw growth of almost 13% per cent over the last 12 months.
From owner-managed businesses, SMEs, and large businesses; to entrepreneurs and private individuals; Bishop Fleming offers full services across a diverse range of sectors, including:
Automotive, Charities and Not for Profit, Education, Energy, Renewables and Natural Resources, Financial Services, Food and Drink, Healthcare, Hospitality and Leisure, Housing Associations, Manufacturing, Private Client, Professional Services, Public Sector, Real Estate and Construction, Technology, Media and Telecomms, and Transport and Logistics.
Bishop Fleming is currently ranked fifth in the Accountancy Age Mid-Tier Power Index and is also the largest provider of audit services to multi-academy trusts in the academy sector.
With 8 offices spanning from the West Midlands to the South West, the firm has 40 partners and nearly 500 staff, and is a certified Great Place to Work®.
Bishop Fleming is a member of Kreston Global, a global network of independent accounting firms in more than 100 countries.
If that's not enough, we offer a fantastic range of benefits including:
- 25 days holiday plus bank holidays plus Christmas off!
- Hybrid working
- A contributory Pension scheme
- Life assurance
- Simply Health cashback plan including access to 24/7 online GP service and counselling services
- Perkbox discounts and rewards platform with over 4,00 perks and discounts
- Yulife employee wellbeing app
- Social events with active social committees that plan internal and external events
- Numerous opportunities for career development