Paraplanner

Are you a Diploma qualified Paraplanner looking for a new role? Do you want to work with an award-winning team? As a Paraplanner you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy. Responsibilities Analysing clients' circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers; Providing high quality technical, administrative and research support to the Advisers; Undertaking whole-of-market research as required, including investments, pensions and protection plans; Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments; Liaising with the Regulatory & Technical team to ensure the advice is compliant; Be able to prioritise work in your queue by liaising with advisers on a regular basis; Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline; Building strong and effective working relationships with other teams in the firm and third party product providers; Attending and contributing to meetings – both internal and external Ensuring that all client records and data are maintained accurately and efficiently; Participating in ad hoc projects and tasks as and when required. Benefits True hybrid working model Company discretionary bonus scheme; Full time hours (35 per week) Monday to Friday 9.00am and 5.00pm – 1 hour for lunch; 24 holidays (increasing to 26), plus 2 additional days paid Christmas shut down period; Company Pension scheme; Private Healthcare*; Group Income Protection; Life Assurance; Eye Care Scheme; Wellbeing programme; Bike to Work Scheme; Full support with professional qualifications; *after qualifying period Key Skills & Experience CII Diploma in Financial Planning (as a minimum); The ability to produce comprehensive, accurate, and clear recommendation reports; Experience in analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice; Proficiency in complex report writing; Experience liaising with third party providers; Excellent grammar, spelling and punctuation skills; Excellent interpersonal and communication skills; A high standard of personal organisational and time management skills; Experience within Private Wealth Management; Experience of working to targeted service standards and procedures; A good working knowledge of regulatory requirements; Ambitious and goal-orientated; Evidence of continual learning and development of skills and knowledge; Experience of working unsupervised with a high level of self-motivation; Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.