Senior Paraplanner, Southport

In order to apply for this position candidates MUST have PARAPLANNING EXPERIENCE AND A MINIMUM OF DIP PFS AND WORKING TOWARDS CFP.  Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.

Client Profile:

Our client are an established and well respected firm of independent financial advisers.

The Role:

• This role is pivotal to the continued smooth running of the firm’s support systems.
• This position involves providing vital support to the Financial Planners (Advisers) which includes technical research and analysis, client factfind case analysis and ongoing review, compliance related projects and the preparation of letters, reports and technical briefings.
• The ability to work independently and as part of a team. You would be responsible for providing a professional and holistic financial planning service and you would need to be absolutely dedicated to continual training, development and committed to constantly keeping up to date.
• You would be expected to carry out research within the framework of agreed projects and would need to be able to work efficiently and to deadlines.  The work can be pressurised and you would have many tasks on the go at any one time. Priorities and deadlines can often change - you need to be very flexible, adapt and manage your priorities yourself and not be phased by working at a fast pace. 
• Your main role would be to provide the backup to enable the Financial Planning Advisors to concentrate on client servicing and marketing the firm’s services to new clients and their professional advisers.
• You may also be expected to handle day-to-day details like call answering, talking to clients, attending product update meetings in house and externally; and would be expected to generally assist the firm in providing the clients with a highly personal, bespoke financial planning service. 

Skills and Qualifications:

• You must have minimum of Dip PFS and working towards CFP
• Technical knowledge in the areas of pensions, investment and estate planning which you are committed to continually develop both by formal examination and personal development.
• High level computer skills - proficient in Microsoft Office - Word, XL and Powerpoint
• Excellent written and verbal communication

If your skills and experience within Paraplanning doesn’t quite fit this role, please still make contact with either Juliette Lister/Lisa Tremlettas we have a large database of vacancies not presently advertised.  We also work personally on your CV and source suitable vacancies that are more suitable to your requirements.  However, should you not have the required experienceyour details will be automatically rejected.

In the meantime, if you have any colleagues or friends currently working in Paraplanning who seeking a career move, please pass our contact details on to them and we would be happy to assist them with their search.

If you feel you are suitable for this position, please email your full CV along with the following information:

Current Salary:

Reason for Leaving current/last position:

Salary expectations:

Are you a car owner:

Which areas are you willing to commute around:

Are there any firms that you wouldn’t want us to approach:

Have you attended any interviews, if so where:

What is your notice period:

Ideal position: