Paraplanner

Adecco; England; On-site; GBP 38,000 - 45,000; Full time

Job summary

A reputable recruitment agency in England is seeking a motivated Paraplanner to join their dynamic team. This role involves analyzing portfolios, producing reports, and collaborating with consultants. The ideal candidate will hold a Level 4 Diploma or higher and possess experience in the financial services sector. Additional perks include opportunities for ongoing learning and a team-oriented culture. If you're driven by excellence and compliance, we encourage you to apply and shape the future of finance with us!

Benefits

Opportunities for ongoing technical learning

Collaborative team culture

Engagement with market trends

Qualifications

• Proven experience in a Paraplanning role within financial services.
• Familiarity with financial advisory software, tools, and systems.
• A keen understanding of FCA regulations and compliance standards.

Responsibilities

• Analysing existing portfolios using advanced analytical models.
• Producing concise suitability letters, reports, and compliance materials.
• Conducting product research reports in collaboration with consultants.
• Crafting suitable portfolios tailored to clients' risk attitudes.
• Assisting planners with essential paperwork.
• Taking charge of project work ensuring high-quality output.
• Providing technical guidance to the Client Relations Team.

Skills

Analytical skills

Knowledge of FCA regulations

Financial advisory software proficiency

Strong work ethic

Education

Level 4 Diploma or higher

Job description

Join Our Team as a Paraplanner!

Are you ready to take your career to new heights in the financial services industry? We're looking for a talented and motivated Paraplanner to join our dynamic team. If you have a passion for providing exceptional support to both private and corporate clients, we want to hear from you!

Position: Paraplanner
Contract Type: Permanent
Annual Salary: Up to 45,000
Working Pattern: Full Time
Driving Required: No

What You'll Do:

• Analysing existing portfolios using our advanced analytical models.
• Producing concise and accurate suitability letters, reports, and compliance support materials.
• Conducting thorough product research reports, collaborating closely with our consultants.
• Crafting suitable portfolios of funds, tailored to clients' attitudes to risk in line with our asset allocation model.
• Assisting planners with the completion of essential paperwork.
• Taking charge of project work as directed by the Paraplanning Manager or Directors, ensuring the highest quality output.
• Providing technical guidance to our Client Relations Team and assisting with compliance-related queries.

Who You Are:

• A Level 4 Diploma or higher (part-qualified candidates may be considered).
• Proven experience in a Paraplanning role within financial services.
• Familiarity with financial advisory software, tools, and systems.
• A strong work ethic and an enthusiastic desire to succeed.
• A keen understanding of FCA regulations and compliance standards.

Why Join Us?

• Opportunities for ongoing technical learning, workshops, and courses.
• A chance to engage with the latest market trends and trade publications.
• A collaborative team culture where your contributions are valued.

Additional Support:

You’ll provide essential support to our compliance director and occasionally assist our Client Relations Team with telephone cover as needed.

Ready to Make an Impact?

If you’re excited about the prospect of working alongside a team of dedicated professionals and contributing to our clients' financial success, we’d love to hear from you!

How to Apply:

Please submit your CV and a cover letter outlining your relevant experience and why you're the perfect fit for this role.

Let’s shape the future of finance together!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.