Financial Services Technical Expert
3 days ago
We are looking for an exceptional and experienced Paraplanner to join our client's dynamic and rapidly expanding national IFA business in Worcester. As a key member of the technical department, you will play a crucial role in supporting the achievement of outstanding client outcomes, business objectives, and regulatory obligations.
Job Description- Assisting the technical team: You will assist the technical team in the functioning of the technical department, providing support with preparation of review packs, client reports, and advice packs.
- Cashflow planning: You will work closely with clients to understand their cashflow needs and develop effective plans to achieve their financial goals.
- Research and analysis: You will conduct research using various available tools and analyze data to provide insights and recommendations to clients.
Requirements and Qualifications
- A minimum of 2 years paraplanning/technical report writing financial services experience is required.
- An understanding of relevant regulation and legislation is essential.
- You must have knowledge of investment, retirement, and protection products.
- A Level 4 qualification or higher (ideally chartered) is preferred.
- Excellent time management skills and ability to work under pressure are also required.
The Reward
- We offer a competitive salary of £45,000 - £60,000 per annum, depending on experience.
- A comprehensive benefits package includes 25 days paid holiday plus birthday and bank holidays, matched pension contribution up to 4% earnings, annual discretionary bonus, Critical Illness Cover and Death in Service insurance, Private medical Insurance, and support for training and development with costs of further qualifications covered by the business.
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