Paraplanner

Reflect Recruitment Group; Stamford; On-site; GBP 30,000 - 40,000; Full time

Benefits offered by this job

Competitive holiday allowance

Staff discount on fees

Income protection

Life assurance at 3x salary

Salary exchange Pension scheme

Employee Assistance Programme

Job summary

Reflect Recruitment Group is seeking a Paraplanner to join their team based in Stamford. The role involves preparing Suitability Reports and processing business within a supportive Wealth Management environment.

The ideal candidate will have relevant experience and a diploma, along with excellent communication and analytical skills. Strong GCSE and A-Level results are essential. Benefits include competitive holiday allowance, employee assistance program, and life assurance among others.

Qualifications

• Drive and determination to produce accurate Suitability reports.
• Strong knowledge of Investment Bonds, Pensions, Trusts, and IHT Planning.
• Commitment to maintaining high service standards.

Responsibilities

• Prepare Suitability Reports in accordance with policies and procedures.
• Maintain firm's case management system and ensure compliance.
• Support IFAs and perform project-based work as needed.

Skills

Investment Bonds

Pensions

Trusts

IHT Planning

Analytical skills

Communication skills

Interpersonal skills

Microsoft Office

Education

Diploma qualification

Relevant finance/economics/law degree

GCSE and A-Level results

Tools

Intelligent Office

IRESS The Exchange

Cash-flow forecasting tools

Job description

My client has the opportunity for a Paraplanner to join their team, based at their Stamford office. This role offers the opportunity to work within a supportive Wealth Management environment, preparing Suitability Reports and processing new existing business across a range of financial services.

Benefits

• -Competitive holiday allowance
• -Staff discount on legal fees and wealth management fees
• -Income protection
• -Life assurance at 3x salary
• -Salary exchange Pension scheme
• -Employee Assistance Programme

About the Candidate

My client is looking for someone with the drive and determination to produce accurate Suitability reports and process new and existing business. You will have relevant prior experience and strong knowledge of Investment Bonds, Pensions, Trusts and IHT Planning, alongside a strong interest in financial services. The successful candidate will either hold or be working towards a diploma qualification, have excellent communication skills and a commitment to maintaining high service standards. Strong GCSE and A-Level results are also essential, alongside a full driver's licence and access to a vehicle.

About the Role

As a Paraplanner, you will work within the Wealth Management Support Team, reporting to the Compliance Manager and Head of Support. You will prepare Suitability Reports and process new and existing business in accordance with the firm's policies and procedures, using the appropriate templates. Your responsibilities will include keeping the firm's case management system up to date, ensuring business is conducted compliantly and efficiently, and ensuring all work complies with Firm policies, FCA regulations and best practice. You will cooperate with product providers, clients and industry professionals as required, prepare annual client reviews and support IFAs and members of staff with administrative duties. You will also use cash flow modelling tools where appropriate and undertake project-based work as required. The role will involve working closely with the Firm's Compliance Manager and Money Laundering Reporting Officer, while always putting the interests of the client first.

Location

Stamford

Hours

9am - 5.15pm, Monday to Friday

Salary

Dependent on experience

Skills and Attributes

• -Relevant prior experience with strong knowledge of Investment Bonds, Pensions, Trusts and IHT Planning
• -Diploma qualified or currently working towards a diploma qualification
• -Strong GCSE and A-Level results
• -Driving licence and access to a vehicle
• -A 2:1 or above in a relevant finance, economics or law degree is desirable
• -Experience in Equity Release and Protection
• -Experience using Intelligent Office, IRESS The Exchange and cash-flow forecasting tools would be desirable
• -Strategic thinker
• -Hands-on
• -Excellent interpersonal skills
• -Establish and maintain good working relationships
• -Good written and verbal communication skills
• -Analytical
• -Able to work with diplomacy and assertiveness
• -Able to use Microsoft Office, including Word, PowerPoint and Excel to a good standard
• -Ability to maintain high levels of confidentiality
• -Flexible
• -Proactive and positive attitude
• -Work well under pressure and deadlines
• -Team player