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Paraplanner, Colchester (BW-1707)

£24000 - £30000 plus benefits

We are delighted to be working with this prestigious, independent firm of financial advisers who provide their clients with advice on investments, pensions and life assurance.

Providing a local expert service, using modern technology whilst retaining the personal touch to help make complex matters understandable for their clients.
They have an opportunity for either a trainee paraplanner or a more experienced paraplanner to join the business.
The Opportunity
You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.
What’s needed to be considered?
In order to be considered for this opportunity, candidates need to have –
  • Level 4 Diploma qualified or working towards this
  • Previous experience within a fast-paced advisory Practice
  • High level of analytical capability and good communication skills
Duties will include: 
  • Dealing with new adviser and client enquiries. 
  • Research using Selectapension, O&M, Synaptics, Exchange, Assureweb.  
  • New business preparation (illustrations, application, preparation). 
  • Compiling full compliance requirements, strategic overviews and suitability reports.
  • Processing letters of authority and collation of data for analysis. 
  • Investment fund analysis and investment switching. 
  • Dealing with client valuations and reviews. 
  • Database creation and management. 
About You
  • You should be motivated and wanting to further their career within the Financial Services industry, 
  • Either, experienced and Level 4 diploma qualified (or very nearly there), or as a trainee wanting to work towards their Diploma. 
  • Motivated to study towards further industry qualifications at all times. 
  • A strong organiser with the ability to prioritise and have a positive ‘can do’ attitude. 
  • A keen eye for detail and good grammar.
  • IT literate and ideally have some working knowledge of one or all of the following, Selectapension, O&M, Defaqto, Intelligent Office. 
  • A good communicator who enjoys working either within your team or at times as an individual, whilst managing your own workflow and tasks independently and efficiently. 
  • You will be also be required to keep up to date with technical product and provider changes.
  • Competitive Salary DoE
  • Work Place Pension
  • Life Assurance Benefit
  • 22 days holiday + bank holidays
  • Your hours of work will be typically between 9am – 5pm, Monday to Friday
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: