Paraplanner

Perspective Financial Group Ltd; Chesham, Rickmansworth; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company is seeking a Paraplanner to provide technical support and write Financial Planning Reports. The ideal candidate will have experience in a Financial Advice firm, excellent communication skills, and strong organisational abilities. This role offers competitive salary and benefits, including 25 days holiday and an Electric Car Scheme.

Benefits

25 days holiday

Electric Car Scheme

Life Assurance

Pension

Corporate Eyecare

Qualifications

• Experience in a Financial Advice firm is essential.
• Reliable individual with the ability to manage and prioritise workloads.
• Ability to produce business correspondence with high accuracy.

Responsibilities

• Write Financial Planning Reports for advisers.
• Support advisers by conducting product research.
• Maintain client records ensuring accuracy and compliance.

Skills

Financial Advice experience

Reporting skills

Excellent communication skills

Analytical and problem-solving

Organisational skills

Team player

Education

Diploma qualified

Job description

Paraplanner

We have a fantastic vacancy for a Paraplanner to join our Chesham or Rickmansworth Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Office: Perspective (Home Counties) Limited
Location: Chesham or Rickmansworth
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.
Please note: any offer of employment is subject to satisfactory criminal record background checks.

Job Requirements

• Experience in a Financial Advice firm and Paraplanner/reporting skills is essential.
• Diploma qualified is desirable, though candidates with relevant skills and experience to do the job will be considered.
• Reliable individual with the ability to manage and prioritise workloads.
• Excellent communication skills.
• Ability to produce business correspondence that is grammatically correct and proof-read with a high degree of accuracy.
• Analytical and problem-solving skills.
• Team player with a positive attitude.
• Excellent organisational skills, multi-tasking abilities and ability to cope with change.

Job Responsibilities

• Write Financial Planning Reports for our Advisers to present to clients.
• Support Advisers by conducting research on products and helping find the right solutions for our clients.
• Assisting with reviews and requests, acting as a point of contact for our clients’ day-to-day queries.
• Arranging for plans to be submitted to company providers.
• Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
• Prepare client review packs and conduct Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all firm and industry guidelines, rules and regulations.

Job Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.

Birthday Day Off

Electric Car Scheme

Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales.
Company No. 6455775

Perspective Financial Group Ltd
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY