Paraplanner

TN United Kingdom; Fakenham; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading financial services firm seeks a Paraplanner to support Financial Advisers in delivering independent financial advice. This role involves managing client reviews, preparing reports, and fostering client relationships. The position offers career development within a purpose-led organization that values diversity and inclusion.

Benefits

Employer pension contribution of 5% rising to 10%

Annual Bonus scheme

Life Assurance cover of 4 x salary

25 days annual leave plus bank holidays

Career development opportunities with funded support

Qualifications

• Experience in pensions, protection, and investment markets.
• Ability to compile Suitability Reports for Advisers.
• Sound knowledge of FCA requirements.

Responsibilities

• Handle new and existing business and client suitability reviews.
• Prepare quotations and suitability reports.
• Manage documentation for annual client review process.

Skills

Organisational abilities

Client relationship management

Knowledge of financial services products

Education

Diploma in Financial Planning

Job description

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Working hours:35 hours per week, Monday to Friday

Duration:Permanent

Location:Newcastle, Edinburgh, Newmarket, or Fakenham(hybrid working of 2 days working from home per week available upon successful completion of probation)

About the role

Lycetts Insurance Brokers, who are proudly part ofBenefact Group, are looking for a Paraplannerto join either our Newcastle, Edinburgh, Newmarket, or Fakenhamoffice.

Lycetts specialises in providing independent, financial planning solutions to corporate, and private clients on pensions, inheritance tax mitigation, protection, health insurance, employee benefits, investments, and generational planning.

This is an exciting opportunity to join a well-established financial services firm working in an enthusiastic team. Supporting their Financial Advisers in a key role ensuring first class delivery of independent financial advice to its clients.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key responsibilities

• Handle new and existing business and client suitability reviews, ensuring compliance with established procedures and timeframes.
• Prepare quotations and obtain application forms when required, demonstrating a comprehensive understanding of the products and services we offer.
• Prepare suitability reports and client review reports
• Manage all documentation related to the annual client review process and policy renewals with precision and care.
• Foster positive and long-lasting relationships with our valued clients, providing exceptional service and support.
• Address client queries promptly and professionally, whether through telephone conversations or written correspondence.

Knowledge, skills and experience

• Previous experience in the pensions, protection, and investment markets, demonstrating a solid understanding of these areas.
• Knowledge of a wide range of financial services products and companies, staying up to date with industry trends.
• Experience in compiling "Suitability Reports" for Advisers, showcasing your ability to provide accurate and relevant information.
• Excellent organisational abilities to manage multiple tasks and meet deadlines.
• Sound knowledge of FCA (Financial Conduct Authority) requirements within a financial services role.
• Hold or be working towards the Diploma in Financial Planning, showcasing your commitment to professional growth.

What we offer

• Hybrid working available upon successful completion of probation
• Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
• Annual Bonus scheme (Discretionary based on individual and company performance)
• Life Assurance cover of 4 x salary
• 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
• Membership of a market leading group income protection plan after six months continuous service.
• Career development opportunities with funded support and financial incentives for all professional qualifications (including CII membership).

About us

The Lycetts group has over 60 years’ experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.

If you need any additional support during therecruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26