Our client is a business that is expanding and as such they have an exciting position to join them as a Paraplanner, working closely with the Advisors to provide technical support in the process of servicing the clients advice needs, producing detailed research on clients existing and potential future arrangements. Once these have been assessed against the client’s objectives, you’ll be producing complaint financial planning reports in a timely manner and proving that level of service that exceeds clients expectations.
Job Description for the Paraplanner role:
Production of Financial Planning Reports for our Advisers to present to clients
Supporting Advisers by conducting research on products and helping find the right solutions for our clients
To assist with reviews and requests, acting as a point of contact for our clients’ day-to-day queries
Arranging for plans to be submitted to company providers
Maintaining client records on the bespoke software, ensuring all files are well-presented, accurate and compliant
Preparing client review packs and conducting Illustration requests
Keeping up to date with financial products and legislation
To comply with all firm and industry guidelines, rules and regulations. Candidate Requirements for the Paraplanner role:
Experience in a similar role is essential
DipFA qualification is desirable, though if you have the relevant experience then this will be considered
Someone who can prioritise timescales and work to deadlines
Excellent communication skills at all levels
Strong compliance background
Highly accurate in their approach, with good problem-solving skills
Ability to produce accurate and grammatically correct correspondence Hours: Monday – Friday 9:00 am – 5:00 pm
Salary: £32,000 - £40,000 Per Annum
Benefits: pension, free parking, death in service, day off for birthday, EAP, study support, holiday purchase scheme, great career development
Holidays: 25 + BH
Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers across Stoke-on-Trent, Staffordshire, Cheshire, and the Greater Manchester region
