My client is a well-established financial advisory business with seven locations around Yorkshire, and they are currently looking for an experienced Paraplanner to join their team in York.
This is an excellent opportunity for a career minded (ideally Diploma qualified) individual to join a rapidly growing team and support the business in its next stage of development.
Role:
To support and assist financial advisors in the delivery of bespoke solutions to clients as part of the financial advice process. To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives. To prepare suitability reports which reflect the proposed strategy. To identify disadvantages in the solutions proposed for clients and to bring these issues to the attention of relevant staff and to refer issues for escalation if required. Other ad-hoc tasks and responsibilities commensurate with the role may be required.
The role will offer exposure to HNW value clients and also demonstrates a pathway to progress in to an Advisor role, should that be your career aspiration.
Duties:
- Providing technical, research and administrative support
- Production of compliant and detailed client suitability reports and presentations
- Help manage client relationship and taking/making calls in a polite and professional manner
- Ability to gather and record evidence
- Keeping full and compliant records on file
- Liaising with advisers on a regular basis, to work on cases and provide updates
- Prioritising workload in order to meet all deadlines
- Occasionally taking on project work and assignments
- Any other administration based duties that are considered appropriate to the role
Candidate:
- Good knowledge across all advice areas (investment, pensions, protection but not mortgages or group risk)
- A very strong interest in compliance and willingness to perform compliance support role
- Excellent interpersonal and communication skills
- Good understanding of the financial planning process and a knowledge of the financial services world
- Excellent report writing skills and have a high technical knowledge
• Diploma is preferable though not essential
- Good IT skills
- Be able to plan and prioritise your own workload and work with minimum supervision
- Ability and willingness to take personal responsibility in Director/Adviser support role
- Able to work as part of a team
- Achieved or be close to achieving an appropriate level 4 qualification
Benefits
- Hybrid Working
- Incentive scheme
- Bonus
- Birthday off
- Talent Pipeline programme
- Quarterly recognition awards
- Pensions
- Tech Scheme
- Cycle to work scheme
- Onsite Parking
For more information, please contact Rianne Desouza-Burke
Due to the high volume of applications that we recieve, if you do not hear from us within 7 Days unfortunatley your application has been unsuccessful.