Paraplanner
Found in: Appcast Linkedin GBL C2 - 2 weeks ago
Job Specification
We are currently recruiting for a Paraplanner to join our remote based team on a full-time, permanent basis.
Our Paraplanners contribute to group-wide requirements by taking an active role in supporting primarily our consultants along with other teams when required.
As a Paraplanner, you will work as part of a collective to assist our directors and senior consultants in providing technical wealth management support for the delivery of key products and services to clients.
RESPONSIBILITIES:
The successful applicants will be expected to support our Financial Planners with information gathering and planning, through to delivery on a case-by-case basis. You may also be required to be an additional point of contact for our clients alongside the client relationship managers.
Other responsibilities may include, but are not limited to:
• providing technical and investment advice support on all aspects of clients’
requirements and wealth management planning
• preparing, reviewing, and updating letters, proposals, and reports (with
consultant direction) with attention given to the clients’ risk management
position
• providing support in the delivery of the Group’s products and services to
clients, including cash management, tax products and any special projects
WHAT YOU NEED TO SUCCEED:
• Diploma in Regulated Financial Planning or a
Certificate in Paraplanning (equivalent qualification will also be accepted)
• sound technical knowledge of the spectrum of financial products and the
relevance to client requirements including pensions, protection, wider
personal wealth management
• up-to-date knowledge of the regulations, legislation, policies, and procedures
relevant to the role
BENEFITS YOU GET IN RETURN
In addition to excellent career progression – with fantastic opportunities for promotion - training, support, and a great office environment, you will also have the exciting opportunity to take part in charity fundraising events and other social activities.
Your benefits package includes the following:
• Share Incentive Plan
• Group Pension
• Life Assurance
• Income Protection
• Health Cash Plan
It is flexible so that means you can pick benefits to suit you More details are available here.
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