Paraplanner

THE OPPORTUNITY HUB UK LTD; Newcastle-under-Lyme; On-site; GBP 30,000 - 38,000; Full time

Job summary

A leading financial planning firm in the UK is seeking an experienced Paraplanner to work with Financial Planners and deliver exceptional client service. The ideal candidate will have at least 2 years' experience in an IFA firm and strong communication skills. This position offers a competitive salary of up to £38,000 along with various benefits including 31 days holiday, income protection, and wellness support.

Benefits

Competitive salary up to £38,000

31 days holiday

Income protection

4x salary life assurance

Company sick pay

Pension scheme

Employee Assistance Programme

Wellness support

Financial wellbeing

Qualifications

• 2 years' Paraplanning experience within an IFA firm.
• Experienced working with a breadth of products.
• Ability to demonstrate excellent customer communication skills.

Responsibilities

• Identify areas for financial planning and source solutions.
• Prepare suitability reports and recommendations.
• Conduct fund research and maintain due diligence.

Skills

Customer communication skills

Teamwork

Adaptability

Enthusiasm

Dependability

Integrity

Education

DipPFS or Level 4 qualification

Tools

IFA systems

Job description

The role of the Paraplanner is to work with the Financial Planners and provide a high level of client service in a professional and timely manner. Duties will include:

• Identifying areas for financial planning and sourcing solutions to meet their objectives.
• Preparing suitability reports and recommendations for approval by the financial planner.
• Conducting fund research and analysis using FE Analytics.
• Collating and maintaining due diligence research on funds, platforms, and providers.
• Preparing cumulative return tables and sharing these with the team.
• Ensuring documentation is compliant, present, and correct.
• Ensuring your own personal development and the development of the administration team.

Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Amber River Midlands is a company with a clear identity, strong values, an amazing culture, and a defined purpose.

We are looking for an experienced paraplanner with a sound understanding of the financial planning process and the desire to be the best in their role. This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like.

Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you!

We are looking for someone who has gained experience in a similar role and company and has a good understanding of the whole financial process. Requirements include:

• 2 years' Paraplanning experience within an IFA firm
• Experienced working with a breadth of products
• Ideally DipPFS qualified or equivalent Level 4 qualification
• Able to demonstrate excellent customer communication skills
• Experience working together as part of a team
• A background in using IFA systems and processes
• Excellent quality service delivery skills
• Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity

At Amber River Midlands we think about financial planning in a way that goes beyond financial advice. We call it Life Landscaping and we're a group of like-minded, values-driven people with a passion for independent financial planning.

We offer a competitive salary and benefits package, including:

• Salary of up to £38,000 depending on experience
• 31 days holiday including bank holidays
• Income protection
• 4x salary life assurance
• Company sick pay
• Pension scheme with salary sacrifice
• Recruitment referral scheme
• EAP (Employee Assistance Programme)
• Wellness support
• Financial wellbeing

Amber River Midlands is an equal opportunities employer and welcomes applications from all qualified candidates.