This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business.

Location: Can be office based but home working is also available.

Hours: Full time. 9am until 5pm (Monday to Friday)

Salary; £30,000 - £40,000+ Negotiable

Contract type: Permanent

Benefits;

• 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
• NHS Top up Medical Cash Plan (increasing with length of service)
• Gym membership
• Free onsite parking
• Bike to work scheme
• Exam support and funding
• Inhouse development path for those that want to develop throughout the various roles
• Team socials
• Hybrid working

Role purpose: An exciting new opportunity has arisen to join their successful Paraplanning team by providing daily Paraplanning support to the Financial Advisers and clients within the business.

Key Duties/Responsibilities/Person Specification:

• Providing high quality technical paraplanning support to the adviser team and Paraplanning Manager across all areas of financial advice
• Preparation of suitability letter and reports in line with Advice framework standards and compliance
• Research and analysis of financial products.
• Analysing clients circumstances, goals and objectives to match the desired outcome
• Accurately recording clients data and compliance
• Communication between client and adviser to ensure both parties are updated throughout the process.
• Working within desired timescales for completion of tasks
• Project a professional image in both appearance and attitude and provide quality support on time to agreed standards • Maintain up to date industry knowledge and awareness by attending training days.
• Maintain technical competence at an appropriate level to meet the requirements of the role.
• Previous and proven successful experience in Paraplanning role is essential
• Diploma or working towards is desirable but not essential
• Genuine interest in Financial Services and paraplanning as a career
• High level of attention to detail and accuracy
• Highly organised
• Excellent written and verbal communication skills
• IT Skills
• Always demonstrates a positive attitude
• Works well as an individual and as part of a large team

This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business.