Junior Paraplanner

Tate; Bathpool; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading recruitment firm is seeking a Junior Paraplanner to join their team in Taunton. The role involves supporting Financial Advisers by managing communications and preparing documents while striving for excellence and collaboration. Candidates should have at least 2 years experience in Financial Advice Services, strong analytical skills, and an eye for detail. This position offers financial benefits including a pension, life assurance, and 28 days of annual leave plus bank holidays.

Benefits

Pension

Group life assurance

Health Cash Plan

28 Days annual leave

Flexible work culture

Qualifications

• Excellent interpersonal and client care skills.
• Proven ability to work under own initiative and prioritise key tasks for efficiency.
• Excellent diary management, planning and organisational skills.

Responsibilities

• Manage communications with providers and colleagues to ensure smooth processing of cases.
• Prepare research and analysis documents as required.
• Identify opportunities for improvements and efficiencies within processes.

Skills

Interpersonal skills

Analytical mindset

Problem-solving

Confidence

Attention to detail

Education

2 years minimum in Financial Advice Services

Tools

Microsoft Office

IO and provider systems

Job description

Overview

Junior Paraplanner

Full-Time Permanent Hybrid Taunton 35 hours per week

Are you passionate about delivering outstanding client service and developing your skills towards a full paraplanner role?

We are seeking a proactive, confident Junior Paraplanner with a can-do attitude that is able to follow processes and take their own initiative to collaborate with Financial Advisers, Paraplanners and other colleagues to elevate the experience of our clients. If you thrive in a collaborative environment, are committed to excellence and have an analytical mindset, we would love to hear from you.

This position is based in our Client's Taunton office with the flexibility for some hybrid working from home as agreed.

Responsibilities

• Managing communications with providers and colleagues by phone, email and messaging systems to ensure the smooth processing of cases and obtaining key information and updates where required.
• Sourcing key information for paraplanners and advisers from provider systems or via Telephone/email.
• Sourcing provider illustrations, documents and forms and keying the initial application stages into provider platforms and websites.
• Preparing research and analysis documents as required.
• Pre-populating forms as far as possible with client information and referring back to colleagues for details on any advice recommendations.
• Packaging reports and letters from the paraplanning team, ensuring that all documents and forms are enclosed.
• Preparing simple letters and annual review documents, which would increase in complexity following training and support within the team.
• Completing additional training as required to support development and regulatory exams, actively working towards paraplanner status.
• Preparing clear and concise handover notes for colleagues in other teams.
• Documenting/updating processes relevant to your role where necessary and sharing knowledge with your colleagues.
• Identifying opportunities for improvements and efficiencies within the processes and proactively flagging these with your line manager for continuous improvement.

About you

You are looking for a role that is heavily focused on building and maintaining excellent working relationships. Working as a team with Financial Advisers and paraplanners to provide excellent service to our clients. You have a pragmatic, analytical mindset and take pride in achieving high standards.

• 2 years minimum experience in Financial Advice Services.
• R01 is desirable but not essential, however equivalent experience should be demonstrable for those without industry exams.
• Excellent interpersonal and client care skills.
• Proven ability to work under own initiative and prioritise key tasks for efficiency.
• Excellent diary management, planning and organisational skills.
• Professional, articulate, and confident.
• Keen attention to detail and a problem-solving mind
• Empathetic and patient when dealing with difficult situations
• Competent with IT systems, especially Microsoft Office. Experience of systems such as IO and providers
• Confidence to ask questions and have a "can do" attitude.
• Motivated, flexible and proactive, and able to multi-task around tight deadlines.

Our Client offers a supportive and flexible culture, taking your career seriously to enable you to be the best you can be.

Core benefits

Financial benefits:

• Pension
• Group life assurance - up to four times your core salary
• Health Cash Plan to help cover the costs of everyday healthcare
• 28 Days annual leave - plus bank holidays

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.