Paraplanner

The Openwork Partnership; Leeds; Hybrid; GBP 39,000 - 47,000; Full time

Benefits offered by this job

Hybrid role - Leeds

Pension scheme - employer match up to

Private medical and dental insurance

Critical illness cover

Income protection

Death in service - 4x salary

27 days holiday + bank holidays (+ 10)

On target bonus 7.5%

Job summary

The Openwork Partnership in Leeds is seeking a capable financial planning administrator to support a team of financial advisers. You will research, analyse client circumstances, prepare recommendation reports and maintain client records in a FCA-compliant environment.

This permanent hybrid role based in our Leeds office requires strong communication, organisation and customer service skills, with a diploma preferred. You will contribute to delivering high-quality advice and service.

Qualifications

• Strong knowledge of the financial services market and FCA-compliant processes.
• Ability to prepare recommendation reports and maintain client records.
• Proven ability to analyse clients' objectives, risk profiles and circumstances.

Responsibilities

• Provide research, analysis & technical support to financial advisers.
• Prepare recommendation reports and cashflow modelling analysis.
• Liaise with advisers to query or challenge proposed recommendations as needed.
• Produce client suitability reports in line with internal standards and compliance.

Skills

Communication

Organisation

Customer Service

Teamwork

Technology

Client administration

Decision making

Deadline driven

Education

CII Level 4 Diploma in Financial Planning

Job description

Responsibilities

• Providing research, analysis & technical support to a team of financial advisers
• Preparing recommendation reports
• Maintaining client records
• Analysing clients' circumstances, objectives & risk profile
• Liaise with financial advisers to query/challenge proposed recommendations where necessary
• Provide research on all relevant advice areas, products, and investment solutions
• Cashflow modelling analysis
• Produce client suitability reports confirming new recommendations in accordance with the Company's internal standards and compliance procedures

Sound knowledge of the financial services market

Qualifications and Experience

• Attainment of CII L4 Diploma in Financial Planning

Key Competencies

• Communication: Able to adapt the language, style and method of communication depending on the needs of the client or colleague
• Organisation: Able to prioritise tasks and prioritise client related tasks
• 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
• Strong background in client and product administration
• Ability to deliver to tight deadlines
• Excellent problem solver and decision maker

Our Culture

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.

Location and Working Arrangements

The role will involve promoting the company's services in a professional and FCA compliant manner. This is a permanent, hybrid role, based in our Leeds office, with the requirement to be in the office 3 days a week.

Remuneration and Benefits

• Salary - £42,800
• 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
• Income protection
• 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.