Paraplanner

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Job Title: Paraplanner

Salary: Up to £36,000 and negotiable based on experience and qualifications + Benefits

Location: Warwickshire

Job Type: Full-time

Working Hours: 8:00 AM – 4:00 PM

Annual staff holiday trips to exciting destinations: (past locations include Milan, Prague, Vegas, St. Lucia; this year, Mauritius Island).

Company Overview:

Our client puts the team at the heart and soul of their business. They are dedicated to the success and growth of our employees and embrace diversity and inclusivity as integral parts of their culture. The young and ambitious team is both highly qualified and enthusiastic about providing comprehensive financial advice. They create an environment where every individual can be their authentic selves and achieve their fullest potential.

The business was Founded in 2015 and has solidified its reputation within the Wealth Management industry. Their commitment to exceptional technical capabilities, precise work, and unwavering attention to detail has established them as a respected name in the financial field.

Position Overview:

As a Paraplanner you will play a pivotal role in supporting our Independent Financial Advisors (IFAs) by conducting thorough research, preparing detailed financial reports, and collaborating closely to ensure the delivery of accurate and effective financial advice to our clients. Your expertise will contribute to the success of our client relationships and the growth of our business.

Responsibilities:

• Collaborate closely with IFAs to gather client information, understand financial goals, and develop personalised financial plans.
• Conduct in-depth research and analysis of financial products, investment options, and market trends to support the creation of tailored financial strategies.
• Prepare comprehensive and accurate financial reports, including investment proposals, retirement plans, risk assessments, and estate planning documents.
• Assist in the creation of financial models, projections, and portfolio analyses to illustrate potential outcomes and recommendations to clients.
• Ensure compliance with industry regulations and company standards, maintaining accuracy and integrity in all client documentation and interactions.
• Liaise with clients, as necessary, to collect information, address queries, and provide assistance in implementing financial recommendations.
• Stay up-to-date with industry trends, regulations, and best practices, continually enhancing your knowledge and skills.
• Collaborate with the administrative team to manage workflow, scheduling, and client communications.

Qualifications:

• Previous experience as a Paraplanner or in a similar role within the financial services sector.
• Proficiency in financial planning software and tools.
• Strong understanding of financial markets, investment products, and financial planning concepts.
• Excellent analytical skills and attention to detail.
• Effective communication and interpersonal abilities, with the capacity to explain complex financial concepts in a clear and understandable manner.
• Commitment to maintaining strict confidentiality and adhering to ethical standards.
• Knowledge of industry regulations and compliance standards.

Benefits:

• Competitive and negotiable salary based on experience and qualifications.
• Opportunities for career progression within the company.
• Support for further training and qualifications.
• Company pension plan.
• Annual staff holiday trips to exciting destinations (past locations include Milan, Prague, Vegas, St. Lucia; this year, Mauritius Island).
• Engaging team building activities to foster camaraderie and teamwork.
• Access to cutting-edge tools and resources.

Application Process:

To be considered for the Financial Advisor role, please submit your up-to-date CV accompanied by a detailed cover letter highlighting your relevant qualifications and experience. Selected candidates will be contacted for interview scheduling.

To apply, please send your CV and covering letter to nick.pope@recruitmentcirclegroup.co.uk or call me on 07983974699.

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