Paraplanner

2 weeks ago

Ellesmere Port, Cheshire, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full time

Bond Recruitment is delighted to be recruiting and experienced Paraplanner with experience of Defined Benefit (DB) Pension Transfers, on behalf of our client, a very well established and market leading financial planning firm which specialises in providing financial advice to British expats.

Specific activities include:
* Check all compliance paperwork is present
* Confirm client risk profile is determined
* Discuss client objectives with planner

Preparing recommendations
* Identify areas for planning
* Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs
* Prepare information/comparisons for analysis by planner
* Consider current and future allocation of assets for investment strategy with regard to client risk profile
* Prepare draft recommendation reports to be discussed/signed off by planner

Implementing recommendations
* Prepare suitability letters in accordance with the agreed recommendations
* Complete application / proposals forms
* Implement the chosen investment strategies

Essential Attributes
These would be expected of an experienced paraplanner
* Understanding of the Financial Planning process
* Able to work within defined business processes
* Ability to achieve agreed outcomes without supervision
* Prioritise and plan own workload
* Detailed and accurate * Articulate
* Excellent inter‐personal skills, both written and verbal
* Ability to multi‐task and prioritise effectively
* Good IT skills * Good report writing skills
* Ability to work independently and in a team
* Broad knowledge of financial services world
* High level of technical knowledge

Qualifications
*Qualified to Level 4 Diploma with either- G60, AF7 or AF5
Terms and conditions:

  • A permanent full-time position, no hybrid working for this role.
  • Starting salary £32,500 to £35,000 dependant on experience and qualifications, but the pension transfer qualification is an absolute must.
  • Bonus scheme dependent upon productivity/profitability.
  • Company Pension
  • A health cash plan
  • Life Assurance / Death in Service Scheme of twice salary
  • Income Protection Scheme
  • Annual Leave starting at 25 days per year.
  • A day off on your Birthday
  • Long service awards - We want your loyalty to be recognised
  • Wellbeing Support Services including EAP (Employee Assistance Programme), Virtual GP and counselling options .
  • Supportive approach to Learning and Development opportunities with funding provided towards qualifications to help you thrive in your role.
  • Free car parking
  • Departmental and Company Social Events
  • 'Recruit a Friend Bonus Scheme'
  • Inclusion in the company's pension scheme
  • 25 days holiday plus Bank holidays

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