Assistant Paraplanner

Square Peg Associates; Bury; On-site; GBP 26,000 - 32,000; Full time

Job summary

A prestigious financial services practice in Bury is seeking an Assistant Paraplanner to support their expanding team. This role offers the opportunity for career progression and study support for RO exams. Responsibilities include preparing client files, generating reports, and assisting with client queries. Ideal for candidates with experience in Financial Services or as an IFA administrator. A dynamic work environment with thorough on-the-job training is provided.

Benefits

Study support

Thorough on-the-job training

Qualifications

• Exposure within Financial Services or as an IFA administrator.
• Driven individual with strong technical knowledge.

Responsibilities

• Prepare and maintain client files accurately.
• Generate and complete Comparison Reports and Illustrations.
• Assist in drafting Suitability Letters and complete compliance paperwork.
• Handle queries from clients and establish strong relationships.

Skills

Understanding of the Financial Planning process

Attention to detail

Excel and Word knowledge

Strong English and Maths skills

Good IT skills

Report writing skills

Strong technical knowledge

Job description

Role: Assistant Paraplanner

Location: Bury

Salary: £26-32k (depending on experience)

Hours: 8.45am – 5.00pm (Monday to Friday)

Our client is a prestigious financial services practice looking for an Assistant Paraplanner to join their expanding team in Bury. This is a great opportunity for someone who is looking to progress their career within financial services. You will have the opportunity to be put through your RO exams and given study time.

This role would be well suited to someone with exposure within Financial Services, Financial Planning or an IFA administrator looking to take the next step in their career.

Reporting to the Practice Manager, as a trainee Paraplanner your role will include:

• Preparing and maintaining client files;
  • Completing the Client Files fully and correctly on the software system
  • Ensuring all hard facts and personal details are provided
  • Recording details correctly
• Preparing recommendations;
  • Generating and completing Comparison Reports and Illustrations
  • Ensure you refer to the Advice Process and End to End processes when evaluating the appropriateness of a recommendations
  • Identify all areas of planning
  • Understand the risk profile of the client
• Implementing recommendations ;
  • Drafting Suitability Letters though the Paraplanner will do most of these
  • Fully and accurately complete application/proposal forms
  • Ensure all compliance paperwork is in order and completed correctly
• Review;
  • Being the main point of contact you will deal with queries from clients and other parties
  • Establish and build strong relationships with clients
  • Send planning figures to clients for update and revision

Key Skills and Experience

• UnderstandingoftheFinancialPlanningprocess
• Driven
• Good attention to detail
• Excel and Word knowledge
• Strong English and Maths
• GoodITskills
• Goodreportwritingskills
• Strong technical knowledge

Benefits

• Study support
• Thorough on the job training provided

If you are interested in this role, please APPLY now or contact Team Square Peg Associates today!!!

Join this dynamic team and contribute to the continued growth! If you’re an ambitious individual with a passion for your work, we’d love to hear from you.

About Square Peg Associates:

At Square Peg Associates, we are a leading recruitment consultancy specialising in finance and commercial business professionals within the North West of England. Our approach is personal and tailored to each candidate. We not only consider the qualifications listed on their CVs but also take the time to understand them on a deeper level. Before representing any candidate to our esteemed client base, we build strong relationships with them.

If you’re interested in exploring our current vacancies, visit our website at Squarepegassociates.co.uk.