Client Advisory Paraplanner

3 weeks ago

Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

TEMPLEGATE RECRUITMENT LIMITED
Specialists in Financial Services Recruitment

Position:
Paraplanner

Salary Range:
£30,000 to £45,000

Benefits:
- Holiday Entitlement: 23 days
- Extra Holiday Purchase
- Eye Test
- Employee Health Insurance
- Employee Assistance Programme (EAP)
- Pension Scheme
- Life Insurance/Death in Service
- Bonus Structure
- Annual Salary Review
- Study Support
- Parking Facilities
- Cycle to Work Scheme
- Complimentary Hot Drinks

Location:
Remote

Company Overview:
Our client delivers customized financial guidance tailored to meet the unique needs of their clients, focusing on effective financial planning. They are dedicated to providing exceptional customer service and are committed to offering professional and transparent financial advice that consistently surpasses client expectations.

Main Function of Role:
The Paraplanner plays a crucial role in managing workflows within the department, ensuring that consultants receive timely and precise support. This position involves offering technical and product assistance throughout the sales process and collaborating with the Compliance department as necessary.

Key Responsibilities:
- Take ownership of personal performance and identify areas for improvement.
- Conduct initial assessments of cases to verify that all necessary information is available.
- Research appropriate products based on client needs and circumstances, providing advisers with documented evidence of research.
- Gather personal illustrations, key features documents, application forms, and other pertinent information to facilitate business onboarding.
- Provide research services for specialized cases with unique requirements (e.g., health, tax).
- Draft recommendation reports for adviser approval.
- Maintain accurate records to ensure all research is accessible at any stage of the process.
- Ensure all business is thoroughly researched and files demonstrate suitability.
- Assist compliance and other colleagues as directed.
- Offer technical and product query support to Network members.
- Ensure a consistent and up-to-date approach across both Independent and Restricted channels.
- Prepare ongoing service reports for advisers, including completion of costs and charges.
- Support the admin team with technical expertise.

Required Qualifications:
- Level 4 or equivalent Paraplanning qualification (RO1, RO6 essential).
- Previous experience in Paraplanning.
- Proficient keyboard skills and practical experience with Word, Excel, and database applications.
- Familiarity with research software, including Capita Fusion, O&M, and Financial Express Analytics.
- Experience with Intelligent Office CRM is advantageous.

Person Specification:
- Strong communication skills across all levels and media.
- Ability to work independently and maintain composure under pressure.
- Eagerness to learn and stay informed in a dynamic market.
- Capacity to work autonomously and collaboratively within a team, with a flexible work approach.
- Demonstrated commitment through regular attendance and efficient task completion.
- Adherence to health and safety policies and statutory regulations.
- High standards of personal accountability, complying with FCA's Certification Regime responsibilities.
- Motivation to pursue training and personal development opportunities.

We invite you to explore this Paraplanner opportunity. If you meet the qualifications, one of our specialized consultants will reach out to discuss the position in detail before submitting your CV to the client.

During this conversation, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities that align with your career aspirations.

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