Paraplanner (Pensions Management)

3 weeks ago

Cheltenham Gloucestershire, United Kingdom mbf Full time

We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc. Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.
Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions
Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome
Work with the financial planner to ensure the correct client outcome is achieved
Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc
Support the financial planner with tech
Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.
If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.
Annual discretionary bonus
Excellent Pension
Group Life Assurance
Private Medical Insurance
Employee Assistant Programme
Generous Holiday Allowance
This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.
You will be joining a well-known and highly respected organisation with excellent career development opportunities.

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