Paraplanner

2 months ago

Newton Abbot, United Kingdom CV-Library Full time

Job Title: Paraplanner

Location: Newton Abbot

Hours: Full-time, 37.5 hours, Monday-Friday, core hours 08.45 to 17.15 hybrid working and flexibility fully available

Salary: £40,000 to £45,000 DOE

Benefits: 25 days holiday not including Bank Holidays, Company Pension Scheme, Opportunities for progression, Friendly and supportive working environment, good transport links, Free parking

The Company: We are excited to be working with a dynamic and forward thinking Chartered Accountants. With expanding branches in the heart of the South West they have been providing financial planning and support to businesses and families for over 80 years The work place and culture here are guided by compassion, understanding, integrity and a family first philosophy.

The Role: To join their expanding team as a paraplanner to help the company provide a fully comprehensive service across all aspects of business planning and strategy, as well as day to day financial management. To tailor financial solutions and support packages to suit the needs of each unique client.

Responsibilities:

Receiving instructions during debriefings from advisers following client meetings
Interpreting data obtained by advisers during client meetings
Analysing data and using research tools to provide solutions to meet client needs and objectives
Providing records to support research undertaken
Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports
Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way.
Carrying out all tasks in a manner consistent with compliance procedures and company process.
Ensuring all client files are compliant on an ongoing basis
Ensure that significant risk issues are referred to the Head of Compliance where appropriate
Make a constructive contribution to the continuing development of the team and company
Proactively enhance industry knowledge, through external and internal sourcesYour skills & experience:

Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations
Analytical in solving tasks with a keen attention for detail
Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
Deliver effective and positive communication, and demonstrate competent use of IT
Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
A positive and proactive approach to work and a desire to help and support the wider team
To have a helpful can do approach to problem solving and assisting wider team as and when required to resolve issues in a most sensible and time efficient manner
Calm and considered outlook in approach to problem solving.If you wish to join a company that creates an inclusive and supportive environment and encourages development and growth then please get in touch to progress your application. We look forward to hearing from you.

To apply: If you are interested and would like to apply, either send your CV to , apply online or call Tania on (phone number removed).

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website

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