Paraplanner

TieTalent

Leeds

On-site

GBP 50,000 - 85,000

Full time

14 days+

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Benefits offered by this job

Annual bonus

25 days holiday plus bank holidays

Life assurance 4 x salary

Funded exams and paid study leave

Voluntary flexible benefits

Job summary

A financial services firm is seeking an experienced Paraplanner to support financial advisers and provide comprehensive financial advice. The ideal candidate will have at least 2 years of experience and several financial planning qualifications. Responsibilities include conducting research, analyzing investment portfolios, and compiling reports. This role offers competitive salary and excellent benefits.

Qualifications

Minimum 2 years of experience in a paraplanning role.
Must have secured several financial planning (R0) qualifications.
Ability to work independently and under pressure.

Responsibilities

Conduct research on clients' financial planning arrangements.
Undertake investment portfolio analysis.
Write technical and accurate suitability reports and client service agreement letters.

Skills

Technical knowledge in financial planning

Teamwork and collaboration

Attention to detail

Education

Diploma in Regulated Financial Planning

Job description

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Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of client cases of varying complexity, continually developing your skill and expertise.

Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, with some continuing their studies towards Chartered. Whilst these qualifications are important, the role of a paraplanner requires so much more the ability to work independently, a keen eye for detail and a real passion to provide the best independent financial research and advice for our clients.

What You Will Need

Technical knowledge is essential in this role, so it is a requirement that you have secured a number of your financial planning (R0) qualifications and be striving to complete your Diploma in Regulated Financial Planning.
Experience in a paraplanning role is essential, so we would require you to have worked as a paraplanner for a minimum of 2 years.
Teamwork and collaboration are vitally important within this role. If a member of your team is in the midst of a complex report and an urgent piece of work comes in, our paraplanners go above and beyond to help one another out.
The ability to work in a fast-paced environment whilst maintaining excellent attention to detail.

What Your Role Will Involve

Our paraplanners are critical to our business and the work they do is hugely valued by our clients. Alongside preparing recommendations, our paraplanners review our clients finances on an annual basis, asses their exposure to risk and update their financial strategy to reflect their changing circumstances.

Your day-to-day role

Conducting research on clients financial planning arrangements, both existing and recommended, to ensure that the clients needs and objectives are met.
Undertaking investment portfolio analysis, including asset allocation analysis in line with the clients stated attitude to risk.
Compiling investment, pension and protection illustrations, projections and associated documentation.
Writing technical and accurate suitability reports and client service agreement letters
Ensuring client files comply with both FCA regulations and our internal policy and procedures.

WHATS IN IT FOR YOU?

By joining Chase de Vere, youll have a progressive career with great benefits and a nurturing culture that makes you part of something special.

Opportunity to earn an annual bonus
25 days holiday, plus bank holidays
A day off for your birthday
Life assurance 4 x salary
Comprehensive induction and training programme
Funded exams and paid study leave
A wide range of voluntary flexible benefits to suit your individual needs
The option to buy additional holiday days
Cycle to work Scheme
Two paid volunteering days each year, to support your local community
Employee Assistance Programme with access to a 24/7 helpline
Access to our free mortgage service, through our internal mortgage team
Our Employee Forum and Diversity & Inclusion group
Local and companywide events in support of our company charities

TITL1_UKTJ

Seniority level

Seniority level
Entry level

Employment type

Employment type
Full-time

Job function

Job function
Finance and Sales
Industries
Technology, Information and Internet

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