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.
Benefits
- 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
Paraplanner, Colchester (BW-1707)
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.