To be considered for this position, you must apply via the following link:
https://talent.sage.hr/jobs/8a5f19cf-1715-4eea-a2c5-8074c39018ca
OUR BUSINESS:
Established in 1983, we have grown by putting clients at the heart of everything we do. We now manage over £1bn in client assets, providing high-quality financial advice to high-net-worth clients across the UK.
Due to continued growth, we are now recruiting for a new role within our Paraplanning team, offering an excellent opportunity to join a well-established and forward-thinking firm.
Based in Enderby, Leicestershire, we are proud of our collaborative, supportive culture and our commitment to professional excellence, demonstrated by our Chartered Status. We actively encourage career development and progression, including potential future opportunities for equity participation.
Recognised as a “Best Financial Advisor to Work For” on four occasions, we are passionate about developing our people and delivering outstanding service to our clients.
If you’re looking to join a firm where your contribution will be valued and your career supported, it would be great to hear from you
OUR VALUES:
People are at the heart of everything we do, delivering professional excellence by developing, sharing and applying our expertise. All built on a foundation of trust and empowerment to take ownership.
The Paraplanning Team are responsible for producing all of the firms Suitability Reports, offering technical support to the advisers, conducting product research and comparison, completing cash flow analysis and project work in relation to improving processing and effective working.
MAIN TASKS:
SUITABILITY REPORTS:
· Preparation of suitability reports that meet FCA requirements for a variety of clients ensuring effective documentation and client communication.
· Work closely with Financial Planners and the wider teams to obtain all relevant information.
RESEARCH:
· To assist the Head of Paraplanning to carry out research and due diligence in relation to third party products and services recommended to clients.
· To assist in the annual cost comparison benchmarking of our SSAS and SIPP products against our competitors
· To work closely with other members of the Paraplanning Team
· To provide technical support to pension teams and consultants alongside other members of the Paraplanning Team
· To maintain good working relationships with colleagues, third party providers and clients
· To maintain records that meet the requirements of the firm and the FCA.
OTHER AREAS:
· To produce cash flow reports for Financial Planners to help improve client experience and compliance of work undertaken.
· To produce one off comparisons and reports for bespoke client cases where necessary
· To assist the Head of Paraplanning to support the Group Team with regard to processes and day to day queries.
· Report to the Head of Paraplanning on a day-to-day basis (or other frequency as agreed on and varied from time to time) regarding; workload, and legislative issues.
PERSON SPECIFICATION
Qualifications & Experience
ESSENTIAL:
· Diploma in Financial Planning (or equivalent)
· Financial service administration experience
· At least 2 years’ experience as a paraplanner.
KNOWLEDGE AND SKILLS REQUIRED
ESSENTIAL:
· To have critical analysis skills in order to decipher information from notes and files in order to prepare reports and cashflows.
- Knowledge of the advice process.
- Knowledge relating to pension, investment and protection products and their application in financial planning.
- Knowledge of the FCA rules relating to Conduct of Business, Money Laundering, Training and Competence, and Client Money and the ability to adapt these to the workplace to ensure compliant practices.
- Knowledge of Data Protection legislation and the ability to apply this within the workplace.
- A good working knowledge of Outlook, Word and Excel
· Ability to communicate effectively with clients, third parties and professional connections via various methods – phone, letter, e-mail, etc.
· Ability to operate an effective diary system.
· Ability to create and maintain accurate computer-based records.
· Excellent written and verbal communication skills.
DESIRABLE:
- Knowledge of the firm, its product and services, and procedures
· Knowledge of the services that the firm provides to clients.
· Experience using Virtual Cabinet and Intelliflo Office & Planning
DISPOSITION:
· Able to work to deadlines.
· Able to prioritise work.
· Desire to be part of a team, although able to work on own initiative.
· Organised
· Willing to undertake further study and CPD to improve technical knowledge.
PAY AND BENEFITS
- Salary £35,000 to £42,000 per annum (dependant on qualifications, knowledge, and experience)
- 4 x salary life assurance
- Pension; 5% employer contribution - Increasing incrementally in recognition of service. Salary sacrifice scheme available.
- Discretionary bonuses
- 24 days’ holiday - Increasing incrementally in recognition of continuous service
- Health Cash Plan Scheme.
- Free parking
- Hybrid Working Scheme – Following completion of initial training and induction
Please visit our company website for more information about our company and further details about the role on our careers page.
Job Types: Full-time, Permanent
Pay: £35,000.00-£42,000.00 per year
Benefits:
- Additional leave
- Company events
- Company pension
- Employee discount
- Free flu jabs
- Free parking
- Health & wellbeing programme
- Life insurance
- Referral programme
- Sick pay
- Work from home
Work Location: Hybrid remote in Enderby LE19 1SA
