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Paraplanner, Bath (JR-811)

£30000 - £40000 + benefits

A well respected Financial Planning organisation seek to add a Paraplanner to its Bath office. Working alongside the Financial Planners, you will provide an excellent service by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.

This a full-time position that would suit someone with previous experience in a similar role. You will be qualified to Diploma level and have a strong understanding of Pensions and Investments. You’ll need excellent IT skills and a good working knowledge of Word and Excel, as well as a customer focused mindset.

In return you will receive a competitive salary and excellent range of Employee Benefits, including:

  • Competitive salary
  • 25 days holiday plus Bank Holidays. Additional day added for each year of service up to 28 days
  • Group Life Assurance - 4 x Salary death in service
  • Group Pension Scheme
  • Group Income Protection, Cash Plan and PMI – after probation
  • Discounted Gym Membership
  • Childcare Voucher scheme

About the Role:

  • To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate
  • Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance
  • Provide research and analysis of investment funds and financial products, whilst considering the client objectives
  • Conduct fund research
  • Review asset allocation for any investment/pension holdings
  • Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position
  • Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there
  • Preparation of fund switch and encashment letters according to advice provided
  • Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided
  • Liaise with Product Providers / Third Parties regarding any technical queries
  • Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines met
  • Maintain client records and update client information on back office systems to keep an effective audit trail
  • Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions

About You

  • A team player with excellent communication skills
  • Able to build strong working relationships with all colleagues across the business
  • Previous experience of working within the financial plsnning environment
  • Working knowledge of Enable back office software, FE Analytics research tool advantageous
  • Previous data research and report writing experience within financial services
  • Hold the Diploma in Financial Planning
  • Strong interpersonal skills, both written and verbal communication
  • Strong attention to detail and extremely well organised
  • Demonstrate a good level of commercial awareness
Location: 
Bath
Job Role: 
Employment type: 
Employed (Full Time)
Sector: 
Paraplanning
Reference Number: 
JR-811