Paraplanner

CKB RECRUITMENT LIMITED; Lancashire; On-site; GBP 35,000 - 45,000; Full time

Benefits offered by this job

25 days’ annual leave plus bank/hols

Private medical insurance

Death-in-service cover

3% employer pension contribution

Career development and progression

Potential path to Trainee Financial Ad

Job summary

CKB Recruitment Limited is partnering with a growing insurance and financial-planning business in Blackpool to recruit an experienced Paraplanner or someone progressing towards the role. The successful candidate will support a Financial Adviser, work with the Administration Manager, and have opportunities for progression toward Trainee Financial Adviser.

The role is full-time, office-based in Blackpool, with potential home-working days after induction.

Qualifications

• Experience in financial planning or wealth management environments.
• Experience preparing suitability reports and annual review documentation.
• Good understanding of the financial-advice process.
• Working knowledge of Intelligent Office.
• Strong written communication and report-writing skills.
• Excellent attention to detail and organisational ability.

Responsibilities

• Preparing detailed and compliant suitability reports after receiving completed fact-finds from the Adviser.
• Producing accurate annual review packs.
• Conducting research and gathering information to support suitable recommendations.
• Maintaining accurate and up-to-date client records.
• Liaising closely with the Adviser and Administration Manager.
• Ensuring cases progress efficiently and meet compliance standards.
• Using Intelligent Office as the company’s back-office system.
• Supporting the continued development and growth of the financial-planning division.

Skills

Financial planning experience

Report writing

Attention to detail

Communication skills

Organisation

Wealth management knowledge

Education

Financial planning qualifications in progress

Tools

Intelligent Office

Job description

Blackpool | Circa £35,000–£45,000, negotiable depending on qualifications and experience | Full-time

CKB Recruitment is working with an established and growing insurance and financial-planning business seeking an experienced Paraplanner, or someone progressing towards a fully-fledged Paraplanner position.

This is an excellent opportunity to join a friendly, personable team where you will be trusted to play an important role in supporting the delivery of high-quality financial advice. There is genuine scope for progression as the business continues to grow, including the potential to develop towards a Trainee Financial Adviser position for someone with the right ambitions.

The Role

Working within the financial-planning division, you will support a full-time Financial Adviser and work alongside an experienced Administration Manager.

Your Responsibilities Will Include

• Preparing detailed and compliant suitability reports after receiving completed fact-finds from the Adviser


• Producing accurate annual review packs


• Conducting research and gathering the information required to support suitable recommendations


• Maintaining accurate and up-to-date client records


• Liaising closely with the Adviser and Administration Manager


• Ensuring cases progress efficiently and meet relevant compliance standards


• Using Intelligent Office as the company’s back-office system


• Supporting the continued development and growth of the financial-planning division

About You

The business is open to considering either an established Paraplanner or someone currently working towards becoming one.

Ideally, You Will Have

• Previous experience within a financial-planning or wealth-management environment


• Experience preparing suitability reports and annual review documentation


• A good understanding of the financial-advice process


• Working knowledge of Intelligent Office


• Strong written communication and report-writing skills


• Excellent attention to detail and organisational ability

Relevant Financial-planning Qualifications, Or Be Actively Working Towards Them

A friendly, personable and collaborative approachCandidates interested in progressing towards a Trainee Financial Adviser position are also encouraged to apply.

The Business and Culture

The wider group employs 21 people across two companies, with 19 working within general insurance and two currently supporting the financial-planning side of the business.

You will be joining a friendly, down-to-earth and personable team with ambitious plans for continued growth. The culture is supportive and collaborative, and the business is looking for someone who will fit comfortably into the existing team while taking pride in delivering a professional service to its clients.

Salary and Benefits

Circa £35,000–£45,000 depending on experience

Salary is open to negotiation and will be reviewed based on qualifications and relevant experience

• 25 days’ annual leave plus bank holidays


• Private medical insurance


• Death-in-service cover equivalent to twice your salary


• Standard 3% employer pension contribution


• Genuine scope for career development and progression


• Potential route towards becoming a Trainee Financial Adviser

Working Arrangements

This is a full-time position working 35 hours per week:

Monday to Friday, 9am–5pm, with a one-hour lunch break.

The role will initially be office-based in Blackpool, so candidates living within a sensible commuting distance would be preferred. There may be scope for one/two days per week working from home once you are fully established within the position.