Job Description
JRRL are seeking a senior or team leading Paraplanner with a level 4 financial planning diploma. If you have prior experience in team leadership, the company may opt to fast track you into a Team Leader position otherwise there will be a 12-month plan to transition into the role.
Duties for the Paraplanner:
- Ensure all client reviews and new business workflow is completed to a suitable standard and in a timely manner.
- Support the Financial Adviser in verifying the compliance and suitability of recommendations.
- Provide oversight to the Administrator when delegating the implementation of new business.
- Support the IFA throughout the client journey.
- Accurately prepare suitability reports and letters to target deadlines.
- Ensure all client work is compliant and supported with relevant paperwork.
Person Specification for the Paraplanner:
- Essential Level 4 Financial Planning Diploma.
- Strong understanding of financial products and services.
- Prior experience of managing/supervising people.
- Strong analytical skills specifically analysing financial records.
Salary: £45,000 - £50,000pa (dependant on the level of experience)
Hours: Monday to Friday 9am till 5pm (hybrid pattern)
This role is a full-time, permanent position. The salary range reflects the candidate's level of experience. The lower end of the band is suited for individuals who may require additional training to meet the role's requirements, while the higher end is for candidates who possess the exact skills and experience outlined above.
