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The role
To provide a technical service to our team of advisers in order to provide our clients with a positive professional experience, report writing support including the production of suitability reports based on client needs and assisting the Paraplanning team to maintain up to date report templates and models.
Job Responsibilities
- Assist with the provision of fully compliant, potentially complex reports which will include analysis, research and product recommendations for presentation to clients.
- Assist with research for Asset Allocation on clients existing portfolios, quantifying and analysing clients existing investments.
- Assist with obtaining valuations, quotations and completing supporting application documentation.
- Provide all advice within a strict ethical and compliance framework under guidance from the Compliance Manager and internal policy and procedures.
- Manage own workload position and provide updates to line manager.
- Commit to continuous personal development and retain supporting records.
- To carry out any other duties as may reasonably be required.
- Adhere to Consumer Duty outcomes
Job Requirements
- Minimum level a Level 4 Diploma Qualified Paraplanner ideally with 2+ years experience within a similar role
- Experience of writing and compiling very technical Suitability Reports, coupled with good solid Research experience
- Career focused Paraplanner
- Experience with pension switching and transfer products is highly beneficial
- Cashflow forecasting experience is advantageous
- Excellent organisational skills and attention to detail.
- Strong communication skills and the ability to collaborate effectively with internal and external stakeholders.
- Self-motivated with the ability to work independently and manage multiple priorities.
Our employees are talented people, distinguished by excellence. You will be able to demonstrate a willingness to embrace the Company values of:
Creativity – we recognise we need new ways of thinking, learning and doing to both improve our own productivity and efficiency as well as to help us stay ahead of competitors.
Commitment – we are team with the willingness to put time, effort and energy into driving change in the organisation, going the extra mile.
Collaboration – we need teamwork amongst ourselves and with partners to generate more innovative, efficient and effective solutions and thereby a greater sense of achievement.
Some of our benefits:
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- Lunch and snacks provided in the office.
- And lots of flexible benefits to choose from!
