Paraplanner

YourRecruit; Crawley; On-site; GBP 35,000 - 45,000; Full time

Job description

Are you an experienced Paraplanner looking for that next step in your career?

If so, then we are supporting a highly successful Chartered Financial Planning firm in the hire of a Paraplanner to join their vibrant team. You will be working in a client-focused environment where every day brings new challenges and opportunities for growth.

Salary: up to £45,000 (Depending on experience)

Location: Crawley

Hours: 37 hours per week (Monday - Friday, between 8am to 5.30pm) Hybrid working policy from month 3 of employment

Benefits: Company pension, 22 days annual leave, full induction, plus ongoing support and training, employee assistance programme and discounts, death in service, private medical and life insurance, on-site parking and referral programme

What will your working be like?

You will be responsible for delivering the financial planning proposition alongside the Financial Planners and Client Support Administrators. You'll also need to understand and add value when it comes to their client's needs - looking at continuous improvement and innovation.

1. Analysis: full analysis of client's requirements, development of cash flow models, and accurate recording of client data
2. Solutions: construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports
3. Recommendations: preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back-office IT records throughout the advice process
4. Reviews: preparation of client reviews, updating cash flow models, investment performance reviews, and production of supporting reports, discussion documents, and computer models
5. Relationship building: liaison with clients by telephone, letter, email, and attending meetings
6. Coordination: working with the administrative team to ensure application and provider forms are prepared as required, and clients are updated throughout the process
7. Partners: working with other professional advisers e.g. solicitors and accountants, to implement an agreed action plan

Do you have the essential skills & attributes?

You will be expected to have a minimum of 2 years of experience working with high net-worth UK resident private clients and delivering financial planning and investment management services.

You must demonstrate an understanding of the financial planning process, have excellent technical knowledge of personal finance and investment management issues, and possess a strong awareness of the regulatory framework and its application to an independent advisory firm, which is also essential. You should be qualified to Diploma level 4 and able to demonstrate practical application of technical knowledge and a history of continuous professional development.

Core skills that will be required include:

1. Business thinking - understanding our business strategy and goals
2. Building relationships - working together to create a collegiate culture
3. Communicating - understanding, creating, and sharing information with individuals and groups
4. Decision making - using initiative and reasoning to choose a course of action
5. Developing yourself and others - commitment to ongoing self-development
6. Innovating and change - thinking creatively, generating new business ideas and approaches

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 (indefinitely & without sponsorship).

Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee.

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.

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