Paraplanner

2plan wealth management Ltd; Leeds; On-site; GBP 41,000 - 48,000; Full time

Job summary

Join a leading company as a Paraplanner, leveraging your expertise in financial planning and analysis. You'll work as part of a dynamic support team, providing essential research, client record management, and maintaining a high standard of service and compliance. Competitive salary and extensive benefits package included.

Benefits

Bonus scheme - on target bonus - 7.5%

Pension scheme - contributes up to 5% with matching

Critical illness cover

Death in service - 4x salary

27 days holiday + bank holidays, with extra days purchase option

Flexible benefits including private medical and dental insurance

Qualifications

• Sound knowledge of the financial services market.
• 5 GCSEs including English and Maths.
• Attainment of CII L4 Diploma in Financial Planning.

Responsibilities

• Provide research, analysis & technical support.
• Maintain client records and documentation.
• Prepare recommendation reports.

Skills

Communication

Organisation

Customer Service

Teamwork & Collaboration

Technology

Problem Solving

Education

CII L4 Diploma in Financial Planning

5 GCSE passes or equivalent including English and Maths

Tools

Microsoft Office Package

Job description

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2plan wealth management Ltd provided pay range

This range is provided by 2plan wealth management Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from 2plan wealth management Ltd

A Paraplanner is regarded to be a technical and motivated individual providing research and report writing.

The Paraplanner will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service. This includes maintaining client records, occasional data gathering, application form preparation and submission.

The role will involve promoting the company’s services in a professional and FCA compliant manner.

The benefits:

• Salary - £41,000
• Bonus scheme - on target bonus - 7.5%
• Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
• Critical illness cover
• Death in service - 4x salary
• 27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
• A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Key Accountabilities:

The role of the Paraplanner can be broken down into key parts:

• Understanding our clients’ financial situation & objectives
• Providing research, analysis & technical support
• Preparing recommendation reports
• Maintaining client records
• Identify missing client information pertinent to formulating recommendations
• Liaise with financial advisers to query/challenge proposed recommendations where necessary
• Providing research, analysis & technical support
• Provide research on all relevant advice areas, products, and investment solutions
• Prepare information / comparisons, ready for analysis by the adviser
• Use of company-approved research systems to assist analysis
• Cashflow modelling analysis
• Preparing recommendation reports
• Produce client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures
• Obtain accurate illustrations, key features, and other relevant paperwork for advisers’ presentation meetings with clients
• Assist in the completion of remedial actions following quality checking
• Maintaining client records
• Maintain accurate and up-to-date client and plan records on back-office system
• Ensure all relevant documentation and correspondence is uploaded to the correct client
• records on the back-office system and named in accordance with Company procedures.
• Create, manage, and complete tasks on the back-office system in accordance with Company procedures
• Completion of other reasonable duties, as defined by the Senior Management Team.

Qualifications/ Experience:

• Sound knowledge of the financial services market
• Attainment of CII L4 Diploma in Financial Planning
• 5 GCSE passes or equivalent including English and Maths

Knowledge:

• Sound knowledge of the financial services market
• Attainment of CII L4 Diploma in Financial Planning
• 5 GCSE passes or equivalent including English and Maths

Skills and Competencies:

• Communication: Able to adapt the language, style and method of communication depending on the needs of the client or colleague
• Organisation: Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client related tasks as a priority
• Customer Service: Understand what good customer service is and prioritise customer work to deliver good service.
• Teamwork & Collaboration: Understand the importance of teamwork and how collaboration can improve outcomes.
• Technology: Understand and be able to use technology for the role effectively
• Expertise: Has required expertise to do the role and understand areas for improvement & looking for opportunities to develop
• Strong background in client and product administration
• Ability to deliver to tight deadlines
• Excellent problem solver and decision maker
• Experience of Microsoft Office Package (Excel, Outlook, Word)
• Experience (enter specific skilled required)
• Experience in cashflow modelling

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

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