Paraplanner

Service Service Employment Agency Limited; Great Bentley; On-site; GBP 26,000 - 40,000; Full time

Benefits offered by this job

Group DIS x 4

Exam Sponsorship

Income protection

Pensions scheme 5% & 5%

23 days holiday (plus length ofservice

WFH/hybrid working post probation

Job summary

Service Service Employment Agency Limited has a well-respected client seeking a Paraplanner. The role covers writing technical suitability reports, conducting market research and maintaining CRM records, with scope for platform work and project tasks.

All levels of experience are welcome, from partly qualified administrators to level four qualified paraplanners with several years of experience. Hybrid/WFH options may be available post probation.

Qualifications

• Experience in paraplanning and writing suitability reports.
• Experience with whole of market research using FE Analytics, O&M Pension Profiler, Assureweb and due diligence.
• Proficiency with CRM systems and accurate record keeping.
• Willingness to undertake admin tasks and file reviews.
• Adherence to consumer duty principles.

Responsibilities

• Write suitability reports for clients of the firm's IFAs.
• Conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb and due diligence.
• Use CRM system to keep client records accurately and up to date.
• Carry out file reviews and platform work, including payments and switches where tax implications exist.
• Assist with IC project work and adhoc project tasks as required.

Skills

Paraplanning

Report writing

Research

Client communication

Education

Level 4 Paraplanner qualification

Tools

FE Analytics

O&M Pension Profiler

Assureweb

Firm Due Diligence

Job description

My Client, a well-respected, independent and established firm of Chartered Financial planning professionals are looking to recruit a Paraplanner.

My client has been trading for all most two decades, they are a regional firm currently covering London, East Anglia and the South East advising on a whole of market basis.

All levels of experience will be considered, whether you are a partly qualified administrator with exposure to paraplanning duties such as report writing and research or a level four qualified career paraplanner with several years of experience to bring to the business.

Core Duties

• You will write suitability reports for clients of the firm's IFAs. These reports are often of a technical nature.
• You will conduct whole of market research via FE Analytics, O&M Pension Profiler, Assureweb, Firm Due Diligence and current Systems
• You will be expected to competently use my clients CRM system to ensure clients records are kept accurately
• You will be expected to complete administrative duties as and when required - e.g. application Forms, illustrations, covering letters and sign up packs etc.
• You will carry out file reviews
• You will carry out platform work - wizards, setting clients up and arranging payments and switches where there are tax implications involved
• You will ensure clients are correctly invested every time.
• You will adhere to consumer duty principles and the delivery of correct client outcomes
• You will carry out client contact - when required
• You will assist with IC project work
• You will carry out adhoc Project work - when required

BENEFITS

• Group DIS x 4
• Exam Sponsorship (aim to pass 2 exams per year)
• Group income protection (After 2 years)
• Pensions scheme 5 & 5%
• 23 days holiday (max 30 days holidays with length of service) between Christmas and New Year off (including Christmas Eve) this is to be taken from annual leave.
• WFH/hybrid working post probation dependent on experience and location