Job Title: Paraplanner
Location: Newton Abbot
Hours: Full-time, 37.5 hours, Monday-Friday, core hours 08.45 to 17.15 hybrid working and flexibility fully available
Salary: £40,000 to £45,000 DOE
Benefits: 25 days holiday not including Bank Holidays, Company Pension Scheme, Opportunities for progression, Friendly and supportive working environment, good transport links, Free parking
The Company: We are excited to be working with a dynamic and forward thinking Chartered Accountants. With expanding branches in the heart of the South West they have been providing financial planning and support to businesses and families for over 80 years! The work place and culture here are guided by compassion, understanding, integrity and a family first philosophy.
The Role: To join their expanding team as a paraplanner to help the company provide a fully comprehensive service across all aspects of business planning and strategy, as well as day to day financial management. To tailor financial solutions and support packages to suit the needs of each unique client.
Responsibilities:
- Receiving instructions during debriefings from advisers following client meetings
- Interpreting data obtained by advisers during client meetings
- Analysing data and using research tools to provide solutions to meet client needs and objectives
- Providing records to support research undertaken
- Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
- Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports.
- Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way.
- Carrying out all tasks in a manner consistent with compliance procedures and company process.
- Ensuring all client files are compliant on an ongoing basis
- Ensure that significant risk issues are referred to the Head of Compliance where appropriate
- Make a constructive contribution to the continuing development of the team and company
- Proactively enhance industry knowledge, through external and internal sources.
Your skills & experience:
- Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
- Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations
- Analytical in solving tasks with a keen attention for detail
- Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
- Deliver effective and positive communication, and demonstrate competent use of IT
- Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
- A positive and proactive approach to work and a desire to help and support the wider team
- To have a helpful can do approach to problem solving and assisting wider team as and when required to resolve issues in a most sensible and time efficient manner
- Calm and considered outlook in approach to problem solving.
If you wish to join a company that creates an inclusive and supportive environment and encourages development and growth then please get in touch to progress your application. We look forward to hearing from you.
To apply: If you are interested and would like to apply, either send your CV to , apply online or call Tania on .
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