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Paraplanner, Altrincham (NT-1973)

£34500 - £40000 + Bonus
Altrincham - Hybrid Working (3 Days in office)
Salary: £34,500 - £40,000 + Bonus
We are delighted to be working with an exceptional holistic chartered financial planning firm who help both private clients and companies in the UK. 
Our client is looking for a CII Level 4 qualified Paraplanner to join their Technical Support Team.
You will be working closely with the financial advisers writing suitability reports, carrying out research and analysis, and making recommendations.
Key Responsibilities
  • Analyse  and research of funds and providers, report writing and product recommendations.
  • Provide advice within a strict ethical and compliance framework and under guidance from the Director of Risk
  • Provide technical support and back up for the Advisers and the Sales Support function
  • Complete portfolio reviews and rebalancing requests
  • Use knowledge of financial planning to question and challenge proposed solutions
  • Identify problems with workflow processes and suggest improvements
  • Deal with client and insurer queries to completion via the telephone or in writing
  • Ensure that quality assessments (peer review) have been carried out, evidenced, and signed off accordingly
  • Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required
  • Ensure that personal level of authority and responsibility is clearly delineated. 
  • Commit to continuous personal development and retain supporting records for inspection upon request.
  • Manage own workflow position and provide updates to the Director of Risk.
About You 
  • A minimum 2+ years experience in financial services 
  • CII Diploma  Level 4 (Essential), Chartered Level 6 (Desirable) 
  • Excellent understanding of the Financial Planning process
  • Excellent understanding of the main financial products and the data required by Paraplanners and Advisers to analyse their ongoing suitability for clients
  • Able to work within defined business processes, as part of a team and individually on own initiative
  • Ability to achieve agreed outcomes without supervision, prioritising and planning own workload
  • Excellent interpersonal skills
  • Ability to produce detailed and accurate work consistently to a high standard
  • Good IT skills (notably MS Word and Excel, but also able to learn third party software such as Intelligent Office, FE Analytics and Selectapension)
Desirable :
  • Desire to achieve Chartered status (Level 6)
  • Uncapped performance related bonus 
  • 23 days holidays, increasing to 24 days when you reach 3 years of service, and 25 days when you reach 5 years of service. Opportunity to buy additional 5 days each year
  • Birthday day off
  • Hybrid working – 3 days in the office
  • Flexible working hours 
  • Health Insurance
  • 4 x Death in Service
  • 5% employer pension contribution plus 50% employer NI savings 
  • Exam and study support
  • Staff recognition awards and social events
  • Employee Assistance Programme
Job Role: 
Employment type: 
Employed (Full Time)
Financial Planning
Reference Number: