Senior Paraplanner with CF30

30000.00 - 40000.00 GBP Annual + GBP30000 - GBP40000/annum
24 Aug 2017
21 Sep 2017
Contract Type
Full Time
Skills: CII Chartered Status or CISI, Minimum QCA Level 4, Solutions focused

Hours: Monday to Friday 9:00 - 5:30pm

Benefits: Discretionary Annual Bonus, 3% employer pension contribution, parking, 25 days annual holiday and the office is closed over the Christmas period.

The Company:

Our client is a well-established independent financial advisory practice, specialising in wealth creation, protection and management. This is a very exciting time to join the business and they are offering a unique role, combining the technical aspects of a paraplanner and the skills, knowledgeable and expertise of the CF30. The role can be tailored to an individual's personal development goals with the possibility of an advisory or a management role in the future.

What will your working week be like?

• Be able to manage own workflows and deadlines
• Be point of contact for Managing Director and deal with any queries in an efficient and timely manner
• Excellent diary management
• Gather and record client data
• Undertake financial planning and product-based research
• Prepare reports to a professional standard by agreed deadline
• Provide information for annual reviews and identify key areas for discussion
• Communicate with selected clients (face to face or remotely) and third parties to build and maintain good long-term relationships
• To attend client meetings if requested
• Develop and maintain all processes relevant to technical support
• Delegate and communicate clearly with client support
• Operate within the compliance and corporate standards of the business and identify any potential compliance issues
• Undertake appropriate professional development and training, update industry, compliance and regulatory knowledge and complete minimum CPD requirements through self-study and industry training/updates
• Report on key measures on a regular basis
• To be able to adhere, at all times, to the values of Honesty & Integrity, Transparency, Accountability, Collaboration and Innovation

Who will suit this role?

In order to be successful in this role you will have the following skills, knowledge and experience:

• High level of technical knowledge across all financial planning areas including, but not limited to; Pensions/Retirement, Investments, Protection, Tax-Efficient Products/Solutions, Estate Planning, Equity Release etc
• Ability to use technical financial planning tools, financial modelling and back office software: AO, Defaqto, FE Analytics etc
• Clear understanding of paraplanner's and adviser's roles
• Interpersonal skills to develop and maintain client trust and inspire confidence
• Articulate - able to communicate effectively in verbal and written form and have a very good understanding of Microsoft Office tools
• Solutions orientated - imaginative
• Highly organised, methodical, analytical, disciplined, able to work to deadlines
• Able to self-motivate and work within a small office environment
• QCA Level 4 as minimum and ideally working towards CII chartered status or CISI / Certified Financial Planner
• Minimum of five years' experience working in an IFA practice
• Both experience of Final Salary transfers and AF3 a distinct advantage
• Full driving license and own car will be important as the role develops

The ideal candidate will be interested in working for a boutique practice and able to plan and organise their workload to meet set deadlines. You should be able to work on your own initiative and be able to propose solutions that would suit clients' requirements. You will take ownership of a project once it has been delegated and be able to work autonomously.

You will have the opportunity to become involved in shaping the business moving forwards and to develop this newly created position.

***For your information:
*Interested? Please send your CV in as a Word format only
**Please only apply if you are already eligible to work in the UK
***Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee***

Keywords: Paraplanner, final salary transfer, CII, defaqto, AF3, CISI

Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file and contact you with suitable vacancies.

YourRecruit Ltd does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation

More searches like this