Aspire Cambridge are recruiting for a Paraplanner on behalf of our client based in bury St Edmunds, Suffolk.
Our client's Financial Planning department is an integral part of the services offered. The Paraplanner position is an important part of the team, liaising with clients, fellow team members and Advisers to deliver high quality, comprehensive and compliant recommendation reports, alongside excellent administration and customer service.
The Paraplanners are expected to research and analyse data, prepare bespoke recommendation reports to meet clients' needs and provide support to the Advisory team. Paraplanners are also required to support the administration team by maintaining client records and inputting data into our back office system.
You will have at least the Level 4 Diploma in Financial Planning, with a desire to develop further and work towards Chartered status.
Excellent technical knowledge and experience in recommending a wide range of financial products, including pensions, investments and life assurance.
An interest in wider financial markets. A knowledge and understanding of the taxation system would be helpful.
Proficient IT skills with Microsoft Office programmes and a knowledge of IRESS Xplan would be preferred.
Ideally you should have had previous experience producing bespoke recommendation reports.
It is essential that you have a good eye for detail and be able to gather information from a variety of sources to provide high quality written work.
An ability to work to deadlines, take pride in your work and a positive attitude are key requirements for this position.
Experience of working in a team, as well as corresponding directly with clients and third party providers.
Excellent verbal and written communication skills. A professional telephone manner is important.
Good organisational skills are essential.
What you will receive:
A competitive salary
Minimum 24 days holiday, plus bank holidays
Holiday purchase/sale scheme
Matching employer pension contributions up to 6% of salary
Salary sacrifice available for pension contributions
Income Protection if you are off work due to long term illness or injury equal to 50% of salary until State pension age
Death in service benefit (4x basic salary)
Private Health Insurance - Individual cover available
Paid Study leave
All professional exams, study books, revision courses and resources paid for (at the first attempt)
Up to two professional subscriptions paid for
Encouragement to develop and learn by attending training courses and CPD events
Soft skills workshops
Employee Assistance programme
Length of service recognition
Social events paid for or subsidised by the firm
Location: Bury St Edmunds, Suffolk
Hours: Full Time
Salary: £Depending on Experience
If you are interested in this position, feel you have the relevant skills and would like to apply please call our team on or apply online. Whilst we'd love to get back to every applicant, it is not always possible, so if you haven't heard from us within 3-5 days, please note that your application has not been successful on this occasion.
Aspire Cambridge is acting as an employment agency in regards to this permanent vacancy.
Our Recruitment Consultants offer specialist marketplace expertise in Temporary Staffing Solutions and Permanent Introductions across our seven Specialist Recruitment Divisions; Office Support, Legal & HR - Industrial & Manufacturing - Finance & Accountancy - Hospitality - IT & Engineering - Sales & Marketing - Scientific & Medical. We have an unrivalled knowledge of the jobs marketplace so it's no wonder that we hold an impressive track record of exceeding client and candidate expectations. How do we do it? By "placing people first".
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