Paraplanner

Job Reference
P-SC-W-125660
Salary Description
Competitive
Contract Type
Permanent
Location
Worcester
Advert

Paraplanner

Worcester

£35,000 - £40,000

 

Our client are looking for an exceptional and experienced (level 4 qualified and starting to work towards level 6) with 2 years experience in a report writing/technical role. 

 

The Role

 

To support and assist in the functioning of our clients technical department and in the achievement and delivery of outstanding client outcomes, our business objectives and our regulatory obligations. Responsibilities will include, but not be limited to:

 

  • Preparing review packs for client meetings within SLAs
  • Writing client reports and recommendations letter within SLAs
  • Preparing advice packs and application/nomination forms.
  • Submitting Requests for Information to providers
  • Cashflow planning.
  • Research, using our tools and PROD
  • Maintaining client records on IO and Sharepoint

 

 

The Requirements

 

You’ll be an ambitious team player in possession of a growth mindset and a strong work ethic, have a keen eye for detail and be prepared to always go that extra mile for the good of the client and your colleagues. In addition, you’ll also have a care for community, the world around us and a strong social and moral compass. This is predominantly an office based role in Worcester. To be successful in this role you’ll:

 

  • Have a minimum of 2 years paraplanning/technical report writing financial services experience, which may have been in report writing/technical support and/or paraplanning. Ideally you will be at least level 4 qualified and possibly on the journey to becoming chartered.
  • Possess an understanding of relevant regulation and legislation.
  • Have an understanding of investment, retirement and protection products and attitude to risk.
  • Must be able to demonstrate excellent oral and written communication skills and be an excellent time manager, able to work under pressure.
  • Be articulate in terms of both industry language, tools and software systems.
  • Share our belief in independence and the primacy of the client.
  • Have experience working with Microsoft Word, Excel and Outlook.
  • Demonstrate ongoing commitment to your own development.

 

The Reward

 

Our client believe in looking after their people and that the development of a fair, transparent and supportive working environment is essential to helping our team achieve the collective and their individual goals. 

Benefits 

  • 25 days paid holiday plus birthdays and bank holidays.
  • Matched pension contribution up to 4% earnings.
  • £50k Critical Illness Cover
  • 4 x Death in Service
  • Private medical Insurance.
  • Additional support for training and development with costs of further qualifications covered by the business
  • Carbon footprint off-setting.
  • Two paid volunteering days per annum supported as part of our community support programme.

 

 #INDSAM24

 

 

 

 

 

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