Paraplanner

Posted 21 May by Reed Insurance
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Job Title: Paraplanner
Location: Heaton Mersey (Hybrid)
Salary: £35,000 - £48,000



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Are you a skilled Paraplanner looking for a company that values and supports its employees? Our client is committed to providing a supportive and inclusive work environment that fosters growth and development. If you would like to join a talented team of Paraplanners in one of the UK’s top wealth managers, read on!

The role is to support the Financial Advisors in providing strategies and advice to private and corporate clients. This will include monitoring and reporting to clients in respect of various types of financial products. There will be additional responsibilities to provide technical and compliance support to other areas of the business.

Flexible and hybrid working is available, with the expectation to come into the office 2 days a week

Starting salary is £35,000 - £48,000

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Main Duties and Responsibilities

• Supporting Advisors in preparing accurate financial plans and suitability reports

• Supporting the Advisors in research and analysis to meet client needs and objectives

• Having a full understanding of Holistic Financial planning and being comfortable querying Advisors

• Developing and maintaining internal relationships with various areas of the business to meet agreed targets

• Continuous professional development to meet regulatory requirements and personal development needs

• Managing individual workflow and delivery

• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally

• To provide technical guidance to the Client Services Team (CST), assisting with product specific, technical, and compliance-based queries

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About You

• Excellent understanding of the financial planning process

• Good report writing skills

• Proficient IT skills, including knowledge of Microsoft Word and Excel

• Experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds, and higher risk investment such as EIS/VCT/BPR

• Excellent communication skills, both written and verbal

• Attention to quality, detail, and accuracy

• Ability to work within tight deadlines

• Flexible and able to able to prioritise when there are apparent conflicts of time or resource

• Client focused; friendly, helpful and considerate to all

• Show initiative; being able to motivate and manage oneself and to have a desire to improve and develop

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Benefits and Entitlements

• 26 holidays per year, plus an extra day for your birthday

• Hybrid working, upon completion of your probation period

• Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am – 4pm.

• Company Pension Scheme – employer matching up to 7.5%

• Access to Benefit Hub which includes discounts to products, tickets, etc

• Group Life Scheme

Apply today and we will be in touch, or send your CV directly to

Reference: 52700399

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