Technical Planner

4 days ago

Norwich, United Kingdom Service Service Full time

My client is looking for an experienced Paraplanner (or suitable administration professional with a desire to move into Paraplanning) to join their established Financial Planning support team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.

My client is ideally looking for a candidate who is level four qualified with two plus years of exposure to Paraplanning, however my client is open to considering someone who has passed four of the six CII exams with some exposure to report writing.

This role has arisen through an internal promotion of one of my client existing Paraplanners into an advice position which should serve as inspiration to anyone applying for this role who has aspirations to become a Financial Planner.

My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

Role purpose

This role involves providing vital support to my clients team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may on occasion be expected to act as the technical interface between the consultants and the clients, which is valuable exposure in your career progression.

Responsibilities

* Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients

* Developing and maintaining a good working relationship with financial institutions

* Maintaining and developing knowledge in all areas of financial planning

* Attending client meetings

* Achieving personal targets set by department

* Maintaining a good working relationship with existing clients

* Research – products, investment solutions and financial planning strategies

* Report writing - production of compliant reports/suitability letters

* Develop client bank for both existing and new clients (if applicable)

* Ensure all business is conducted in an ethical and compliant manner

Skills required

* Research & reporting skills

* Co-ordination skills

* Financial planning technical skills.

* Organisation and prioritisation skills

* Communication skills

* Time Management skills

* Interpersonal skills

Qualifications and experience

* Financial Planning Certificate

* Diploma required (or working towards)

* Minimum of 3 years experience in similar environment (desirable)

Benefits

* Company pension

* 25 days holiday

* Death in Service 3 x Salary

* Health Cash plan

* Annual pay review

* Annual group bonus

* Regular work social events

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