Paraplanner / Technical Planner

My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none.

My client is looking for an experienced and qualified Paraplanner/ Technical Planner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.

Role purpose

• The role involves providing vital support to the team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may be expected to act as the technical interface between the consultants and the clients.

Responsibilities

• Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients
• Developing and maintaining a good working relationship with financial institutions
• Maintaining and developing knowledge in all areas of financial planning
• Attending client meetings
• Achieving personal targets set by department
• Maintaining a good working relationship with existing clients
• Research - products, investment solutions and financial planning strategies
• Report writing - production of compliant reports/suitability letters
• Develop client bank for both existing and new clients (if applicable)
• Ensure all business is conducted in an ethical and compliant manner

Skills required

• Research & reporting skills
• Co-ordination skills
• Financial planning technical skills.
• Organisation and prioritisation skills
• Communication skills
• Time Management skills

• Interpersonal skills

Qualifications and experience

• Financial Planning Certificate
• Diploma required (or working towards)
• Minimum of 3 years experience in similar environment

Benefits

• Company pension
• 25 days holiday
• Death in Service 3 x Salary
• Health Cash plan
• Annual pay review
• Annual group bonus
• Regular work social events
• Hybrid flexible working, flexibilty to work from home two days per week