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Paraplanner

GCB Recruitment
Posted 15 days ago, valid for 19 days
Location

Bury St. Edmunds, Suffolk IP28 6LD

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • An exciting opportunity for an experienced Paraplanner with a Level 4 Diploma is available in Bury St Edmunds, focusing on Senior Financial Planner Support.
  • The position offers a salary range of £30,000 to £40,000, depending on experience, along with various benefits including competitive holiday allowance and pension contributions.
  • Candidates must have relevant experience in providing financial services, managing client complaints, and handling high-level technical queries.
  • The role includes tasks such as compiling client review packs, supporting Financial Planners, and mentoring junior team members.
  • Flexible working hours and hybrid working options are available, making it an attractive opportunity for the right candidate.

Are you an experienced Paraplanner and hold a Level 4 Diploma? 

We've just taken on a rare and exciting opportunity in Bury St Edmunds with our clients who are looking to expand their team with Senior Financial Planner Support. 

This position will also see the successful individual have the opportunity to work at their other local offices. 

Working hours:

  • Monday to Friday 
  • Hybrid working 
  • Flexible working hours

The successful individual will be offered:

  • £30,000 - £40,000 Basic (depending on experience)
  • Competitive holiday allowance
  • Progression opportunities
  • Social events
  • Free parking
  • Exams funded and supported
  • Pension contribution
  • Length of service award…And more!

To be considered for the role you must have the following:

  • Diploma qualified or equivalent experience
  • Providing  accurate  and  timely  financial  services and administrative support
  • Writing suitability letters
  • Producing schedules for all clients (i.e no checking required)
  • Management of client complaints
  • Identifying areas for improvement
  • Experience of dealing with a number of high-level technical queries
  • Mandatory compliance training
  • Knowledge of pensions and investments

Key tasks will include but will not be limited to:

  • Compile accurate client review packs, handle policy analysis, and maintain clear correspondence with clients, ensuring a full audit history of information.
  • Provide proactive support to Financial Planners, attend client meetings, present relevant information
  • Mentor junior team members, delegate tasks appropriately, and assist in creating procedures for the team while escalating any concerns to the Team Leader.
  • Undertake projects to improve office efficiency, streamline processes, update documents, and manage workflow, ensuring compliance with procedures.
  • Work with platforms to manage client holdings, ensure cash weightings are checked weekly, process client instructions, and liaise with compliance for adherence to standards.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.