Paraplanner

Location
Norwich, United Kingdom
Category
Financial Services
Job Type
Executive
Salary
£36-42,000.00 DOE

Are you a Paraplanner, perhaps you’d like to be one and currently work in administration and are partly qualified, my client has this splendiferous role for you to consider in the heart of Norwich.

My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff, their reputation is second to none.
As a reputable financial planning firm, they are looking to grow their team by bringing in an experienced Paraplanner to join their already established and experienced group of Paraplanning professionals.

This role involves providing vital support to my client’s team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may be expected to function as the technical interface between the consultants and the clients.

Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients
Developing and maintaining a good working relationship with financial institutions
Maintaining and developing knowledge in all areas of financial planning
Attending client meetings (when applicable)
Achieving personal targets set by department (when applicable)
Maintaining a good working relationship with existing clients
Research – products, investment solutions and financial planning strategies
Report writing - production of compliant reports/suitability letters
Develop client bank for both existing and new clients (when applicable)
Ensure all business is conducted in an ethical and compliant manner

Experience

Research & reporting skills
Co-ordination skills
Financial planning technical skills
Organisation and prioritisation skills
Communication skills
Time Management skills
Interpersonal skills
Financial Planning Certificate
Diploma required (or working towards, pert qualified)
Minimum of 3 years’ experience in similar environment

Benefits

5% employer Pension contribution, enrolment within 3 months of joining
25 days holiday
Death in Service 3 x Salary
Health Cash plan
Parking
Annual pay reviews (April)
Discretionary annual group bonus (April/May)
Staff Christmas Party (and other events)