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Are you an experienced paraplanner, looking for a new role in a dynamic and supportive environment, offering flexible and remote working.
Due to continued success in providing fee based advice to HNW clients these professional services financial planning firm, requires a professional and proactive Paraplanner / to provide support to the Financial Advisers and support team.
The successful candidate will have experience within a professional services environment, ideally some exposure to FCA regulations and strong IT skills.
Duties for this role will include:
- Processing applications: pensions and platforms product/account processing including researching products to support advisors.
- Advice report writing and packaging cases/annual reviews for advisers, using a very good bank of existing templates
- Administration: Advanced level of organisation skills to prioritise and manage daily tasks and meet exacting deadlines with a high degree of accuracy.
- Support to the Financial Planning Team Leader on strategic projects: development of systems and processes and ensuring best practice standards; as required.
You will have:
- Level 4 qualified or already working towards this.
- Similar experience working as at paraplanner level in a financial planning support role.
- High degree of IT literacy with proven working knowledge of typical paraplanning tools and platforms.
- Experience working with 2Plan highly desirable.
- Able to produce management information and other reporting including financial reports in relation to commission, case progress reports, etc.
This is an excellent role within a forward thinking and innovative firm working in a vibrant team, who are continually looking to improve and develop the services which they offer to their clients. In return, you will receive a generous basic package and the support to develop your skills and further your career.
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