Paraplanner

Role Overview

• Salary – £35,000 – £55,000, dependent on qualifications and experience
  
• Discretionary Annual Bonus
  
• Workplace pension
  
• 25 days holiday plus bank holidays
  
• Career progression and study support
  
• Enhanced parental leave policy
  
• Private Health Insurance
  
• Flexible work -from -home arrangements available, although training and probation will be full -time in office
  

Responsibilities

• Assist in conducting research on financial products, including investment packages, pension schemes, and insurance plans.
  
• Ensure all financial advice adheres to the UK Financial Conduct Authority regulations.
  
• Develop and implement administrative policies and procedures to improve the firm's efficiency and effectiveness.
  
• Manage confidential files and maintain a clean and organized office environment.
  
• Provide administrative support to advisers, paraplanners, and the wider team, including producing applications and packs for clients, and drafting correspondence.
  
• Coordinate with various providers, networks, and clients to ensure smooth communication and coordination of activities.
  
• Plan and organize events, meetings, and other activities as required.
  

Skills

• Strong understanding of tax, trusts, various wrappers, and investment principles.
  
• Excellent organization, time management, and problem -solving skills.
  
• Strong communication and interpersonal skills, with the ability to work effectively with employees at all levels of the firm.
  
• Ability to manage multiple priorities and work in a fast -paced environment.
  
• Works well in a team.
  
• Has a desire to achieve great client outcomes.
  
• Excellent written and verbal communication skills.
  
• Highly organised, self -motivated, and disciplined.