Job Title:
Paraplanner
Reports To:
The Paraplanner Team report to Melissa Hall, Head of Culture.
Job Overview:
To work within a team of paraplanners providing comprehensive, confidential and efficient technical support to Financial Planners and advisers.
“Our view of a Paraplanner is different to many in the industry, so we want your view of the industry to be different to most Paraplanners.
We are looking for paraplanners that are level 4 qualified and progressing towards or looking to start progressing towards level 6. We expect you to be comfortable acting as a critical friend to our clients and help them towards their business goals.
We expect our Paraplanners to have utmost integrity in all they do, and to carry an attitude of ownership in all issues they encounter.
We want a commercially aware individual who has a genuinely progressive way of thinking and above all else, we want you to have more pride in your attitude than in your qualifications.
In return with offer a unique opportunity to work for one of the most innovative employers in the industry, the security of a full PAYE position, the freedom to work from home and the support of excellent technology and administrators.”
Managing your expectations:
· Paraplanning is a hard job. Outsourced paraplanning is even harder.
· The first 6 months can feel daunting as you adjust.
· As such, we operate a 6-month probationary period as we try to ease you into this unique working environment.
· Our clients have very different ways of doing things, so you will get exposure to a huge diversity of cases.
· We have very high standards with our clients, so we will encourage you to achieve or excel these standards.
· You will experience unusual cases and run of the mill cases.
· We expect you to take responsibility for your career and we will help you progress at whatever rate suits you best.
· We actively encourage ongoing financial services qualifications and cover the cost of exams on success and appropriate training courses.
Initial Remuneration & Benefits:
Salaries are determined by a matrix that takes into account both experience and qualifications.
Salaries are reviewed annually, but are not guaranteed to increase.
· In addition, we provide:
o An auto enrolment pension, including contributions on your behalf.
o Private medical insurance.
o Death in service benefits.
o238 hours FTE equivalent holiday (including bank holiday) each year.
o Your birthday (or a selected working day) as an additional holiday each year.
o Support with appropriate exams and training courses.
o A flexible working environment.
Responsibilities and Duties:
· Acting as a critical friend to financial planners and advisers.
· Maintain good communication and manage relationships with financial planners and advisers.
· Identify and obtain information to allow financial plan to be created.
· Delegate to, educate and learn from other members of the team.
· Collaborate with team members on any areas of development regarding the information obtained to allow financial plan to be created.
· Undertake product research to assist financial planners in creating a financial plan that meets their client objectives.
· Create clear, concise financial planning reports that are technically accurate and compliant.
· Undertake other tasks as part of creating a financial plan:
· Illustrations
· Cash flow reports
· Analysis of current and revised investment strategies
· Maintain CPD.
· Manage your diary with discipline.
Qualifications/Skills:
· Minimum requirement for qualifications is Level 4 (essential); working towards Level 6 (desirable).
· Several years of paraplanning experience.
· A broad, technical knowledge of financial services products (essential).
· Excellent IT skills including Microsoft Word and Excel (essential), provider platforms, pension profiling and investment research software (desirable).
· Excellent verbal and written communication skills, with attention to detail (essential).
· Able to manage workload and have good self-discipline and take responsibility for actions (essential).
· Follow processes and maintain standards as set out by the business (essential) and its clients (essential).
COVID-19 precaution(s):
- Remote interview process
- Virtual meetings
Work remotely
Job Types: Full-time, Part-time
Pay: £36,225.00-£80,000.00 per year
Benefits:
- Additional leave
- Casual dress
- Company events
- Company pension
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Work from home
Application question(s):
- What financial services or financial advice qualifications do you have?
Experience:
- financial planning, advice, administration or compliance: 1 year (required)
Licence/Certification:
- QCF Level 4 Diploma (CII, LIBF, IFS etc) (required)
Work Location: In person
