Job Description
Benefits:
Office based, with occasional remote working
Hours: 9-5
Holidays: 30 plus stats and Xmas closure
Pension: 8% company contribution
DIS
Study support, if desired
Free parking
Candidate Requirements:
Must have some experience in paraplanning
Possess sound technical knowledge in pensions, investments, tax and general financial planning
Proficient with financial planning software, notably FE Analytics, Voyant, O&M Pension Profiler, Asset Adviser, Cash calc etc.
Motivated with a genuine interest in Financial Services, ESG awareness would be desirable
Possess a high level of accuracy, especially in writing reports
Comfortable managing multiple tasks simultaneously and meeting tight deadlines
Exceptional attention to detail, confident working in a fast-paced environment
Excellent communication, organisation and teamwork skills
Friendly, professional and client focused
Role:
It's rare to find superb benefits in a smaller, supportive IFA firm however, our client values employees and, as a result, has excellent staff retention. Due to progression (there's opportunities too), they have a requirement for a Paraplanner, to join their small and friendly team.
Ideally, you will be a Diploma qualified Paraplanner however, candidates with some paraplanning experience will be considered. Support to achieve DipPFS is available, with future progression into advice, for the right individual (if desired).
This is an environment where you'll be looked after. Where clients' interests genuinely matter and they are treated as they should be.
You'll work out of fabulous rural offices, located near Richmond, with an element of flexibility to occasionally work from home.
Responsibilities will include:-
• Paraplanning and administrative support, as required
• Create comprehensive and compliant suitability reports
• Use research tools to analyse data and provide solutions to meet clients' needs and objectives
• Work collaboratively with the team to support client outcomes
• Build and maintain relationships with clients
• Liaise with providers to obtain information
Qualifications:
Level 4 Diploma (DipPFS or equivalent) is desirable, not essential
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