Paraplanner

Perspective Financial Group Ltd; Milton Keynes; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a motivated Paraplanner to enhance their Milton Keynes office. This integral role involves providing high-quality support to Financial Planners, conducting detailed research, and producing compliant Financial Planning Reports. The ideal candidate will possess outstanding communication and analytical skills, and demonstrate a friendly, professional demeanor. With a focus on client service excellence, this role offers a dynamic work environment where your contributions will directly influence client satisfaction and financial success. If you're ready to make a meaningful impact in the financial advisory sector, this opportunity is for you.

Benefits

25 days holiday plus Bank Holidays

Holiday Purchase Scheme

Birthday leave

E-Discounts

Electric Car Scheme

Life Assurance

Pension

Corporate Eyecare

Qualifications

• Experience in a Financial Advice firm is essential.
• Ability to manage and prioritise workloads effectively.

Responsibilities

• Write Financial Planning Reports for Advisers to present to clients.
• Support Advisers by conducting research on products.

Skills

Financial Advice experience

Reporting skills

Outstanding communication skills

Analytical skills

Problem-solving skills

Organisational skills

Team player

Education

Diploma qualified

Tools

Company software

Job description

We have a fantastic vacancy for a Paraplanner to join our Milton Keynes Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports. The successful candidate will need to be motivated, friendly and professional at all times.

Office: Perspective (South) Limited
Location: Milton Keynes
Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)
Salary: Competitive dependant on experience and qualifications. Available upon request.

Job Requirements

• Experience in a Financial Advice firm and Paraplanner/reporting skills is essential.
• Diploma qualified is desirable, though candidates with relevant skills and experience to do the job will be considered.
• Reliable individual with the ability to manage and prioritise workloads.
• Outstanding communication skills.
• Ability to produce business correspondence that is grammatically correct and proof-read with a high degree of accuracy.
• Analytical and problem-solving skills.
• Team player with a positive attitude.
• Excellent organisational skills, multi-tasking abilities and ability to cope with change.

Job Responsibilities

The key duties of the role are:

• Write Financial Planning Reports for our Advisers to present to clients.
• Support Advisers by conducting research on products and helping find the right solutions for our clients.
• Assisting with reviews and requests, acting as a point of contact for our clients’ day-to-day queries.
• Arranging for plans to be submitted to company providers.
• Maintain client records on company software, ensuring all files are well-presented, accurate and compliant.
• Prepare client review packs and conduct Illustration requests.
• Keep up to date with financial products and legislation.
• Comply with all firm and industry guidelines, rules and regulations.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Job Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.

Birthday Day Off

Electric Car Scheme

Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.