Financial Planning Assistant (Paraplanner)

The Opportunity Hub UK Ltd; Newcastle-under-Lyme; On-site; GBP 29,000 - 35,000; Full time

Job summary

A growing financial planning firm seeks an Experienced Paraplanner in Newcastle-under-Lyme. The ideal candidate has at least 2 years of relevant experience, excellent communication skills, and ideally holds a DipPFS qualification. This role involves preparing client reports, conducting fund research, and collaborating with Financial Planners. This position offers a salary up to £35,000 and various benefits after probation.

Benefits

31 days holiday including bank holidays

Income protection

Life assurance

Pension scheme

Wellness support

Qualifications

• 2 years' Paraplanning experience within an IFA firm.
• Experienced working with a breadth of products.
• Ability to demonstrate excellent communication skills.

Responsibilities

• Work with Financial Planners to provide high-level client service.
• Prepare suitability reports and recommendations.
• Conduct fund research and analysis.

Skills

Excellent customer communication skills

Team collaboration

Service delivery skills

Adaptability

Dependability

Integrity

Education

DipPFS qualified or equivalent Level 4 qualification

Tools

IFA systems

Job description

Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future.
About the Company:
At Amber River Midlands we think about financial planning in a way that goes beyond financial advice. We call it Life Landscaping and we're a group of like-minded, values-driven people with a passion for independent financial planning. We all work together with one, single-minded purpose: To enrich the lives of the people we meet. Through conversations and knowledge sharing, financial planning and advice, whatever life stage our clients are at, our team is here to help them plan for a life well-lived.

The Role:
Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Amber River Midlands is a company with a clear identity, strong values, an amazing culture, and a defined purpose. We are looking for an experienced paraplanner with a sound understanding of the financial planning process and the desire to be the best in their role. This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you!

Location and Working Arrangements:
Ideally we are looking to for candidates for our Newcastle-under-Lyme Office in a 100% office based role. However, we will consider applicants looking to work from our Birmingham Office or Warwick Office and at these locations we can offer hybrid working (3 days in the office).

Key Responsibilities:
The role of the Paraplanner is to work with the Financial Planners and provide a high level of client service in a professional and timely manner. Duties will include:

- Identifying areas for financial planning and sourcing solutions to meet their objectives.
- Preparing suitability reports and recommendations for approval by the financial planner.
- Conducting fund research and analysis using FE Analytics.
- Collating and maintaining due diligence research on funds, platforms, and providers.
- Preparing cumulative return tables and sharing these with the team.
- Ensuring documentation is compliant, present, and correct.
- Ensuring your own personal development and the development of the administration team.

Essential Skills and Experience:
We are looking for someone who has gained experience in a similar role and company and has a good understanding of the whole financial process.

- 2 years' Paraplanning experience within an IFA firm
- Experienced working with a breadth of products
- Ideally DipPFS qualified or equivalent Level 4 qualification
- Able to demonstrate excellent customer communication skills
- Experience working together as part of a team
- A background in using IFA systems and processes
- Excellent quality service delivery skills
- Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity

Benefits and Salary:

- Salary of up to £35,000 depending on experience
- 31 days holiday including bank holidays
- Income protection
- 4x salary life assurance*
- Company sick pay*
- Pension scheme with salary sacrifice
- Recruitment referral scheme
- EAP (Employee Assistance Programme)
- Wellness support
- Financial wellbeing

*Benefits marked with an asterisk apply after successful completion of the probationary period.
Position Details:

- Full-time - 35 hours per week
- Primary location: Newcastle-under-Lyme (100% office based)
- Alternative locations: Birmingham or Warwick (hybrid working available - 3 days in office)

Further Information:
Only shortlisted candidates will be contacted.
In order to give your application the best chance of success, please:

- Check that you meet the criteria for the role
- Apply with a CV that is clear, concise, and correct
- Tailor your CV to highlight your experience and relevant achievements to the position

NB. This role is being advertised both internally and externally.