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Job title: Paraplanner
Salary: £27,000 - £33,000
Salary: £27,000 - £33,000
My client a successful, growing and professional Independent Financial Adviser (IFA) firm in Leamington Spa, Warwickshire seeks a Paraplanner.
Leamington Spa is commutable from Warwick, Coventry and areas around Birmingham.
This is a permanent Monday to Friday full time role where you can join a friendly team and you can add your value to the paraplanning / financial planning team.
We seek a candidate who has worked in an IFA firm and has experience of undertaking administration duties and has potentially assisted a Paraplanner / the paraplanning team.
It would also be of benefit if you have started studying for the Diploma in financial planning - DipFA - the R0 examinations via the Chartered Insurance Institute.
The employer will provide the necessary training and of course you can continue with your studies. This is an excellent company to join whereby there will be extensive training and opportunities to progress and develop your knowledge.
You will need to establish positive working relationships with colleagues and clients and provide a quality level of service to end users:
Experience in using back office systems
Understand the need to provide advice to clients in a compliant manner as detailed in the firm’s Business Manual and procedures
A broad base of compliance knowledge
Experience of Defaqto, FE Analytics, Provider Platforms, Discretionary Fund Management, Microsoft Packages, Dynamic Planner and The Exchange
Planning and organisation skills - able to manage multiple tasks effectively
Able to prioritise and work under pressure to strict deadlines
Attention to detail with record keeping and communication to clients.
Strong written and oral communication skills, including ability to listen and follow instructions effectively
Good team player – readily assists all members of the team to achieve team and individual objectives, particularly in busy periods
Able to demonstrate personal CPD
Prepare suitability reports (Investment and Pension) and fund switch letters in line with company procedures and tasks
Conduct research as required to support recommendations
Liaise with technical and compliance departments
Assist in follow up action requested in relation to a compliance file check
Deal effectively with clients and colleagues, understanding the need to manage clients and colleagues expectations
Understand the need for confidentiality of information and will deal with personnel issues appropriately and sensitively
As mentioned suitable candidates will have experience of working in an Independent Financial Adviser firm and ideally have some knowledge of financial products and/or pensions.
The client seeks a candidate who is enthusiastic, professional, organised and articulate.
The salary is up to £33,000 (salary depending upon experience and qualifications) plus bonus and good company benefits. The annual holiday allowance is also good.
Interested candidates should forward their CV to register an interest.