Paraplanner

Fairstone Group Ltd; Wendover; On-site; GBP 42,000 - 54,000; Full time

Benefits offered by this job

Company pension scheme

25 days annual leave increasing to 30

Electric vehicle scheme

Purchase of additional holidays

Family friendly policies

Cycle to work

Job summary

Fairstone Group Ltd in Wendover is seeking a detail-oriented Paraplanner to join our financial services team. You will support financial advisers by preparing reports, analysing client data and assisting with the development of comprehensive financial plans.

This is an excellent opportunity to develop your career within a professional environment. The role is suitable for individuals with strong organisational skills who are eager to develop experience in the financial services industry, with

Qualifications

• Diploma in regulated financial planning or working towards the qualification.
• Efficient in problem solving.
• Ability to analyse information and data with a critical mind set.
• Ability to build relationships with key stakeholders.
• Technically proficient.

Responsibilities

• Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to ensure smooth running of services for clients and advisers.
• Analysing the data, researching, and building recommendations.
• Dealing with clients both on the telephone and face to face.
• Dealing with complex cases, creating reports to accurately articulate the advice provided.
• Researching, creating compelling, accurate and professional reports for clients.

Skills

Problem solving

Data analysis

Stakeholder relationships

Attention to detail

Financial planning knowledge

Education

Diploma in regulated financial planning

Job description

We are seeking a detail-oriented and proactive Paraplanner to join our financial services team in our Wendover office. The successful candidate will support financial advisers by preparing reports, analysing client data and assisting with the development of comprehensive financial plans. This role offers an excellent opportunity for individuals with a strong organisational background and a passion for financial planning to develop their career within a professional environment. The role is suitable for candidates eager to develop their experience in the financial services industry.

Responsibilities

• Report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers.
• Analysing the data, researching, and building recommendations.
• Dealing with clients both on the telephone and face to face.
• Dealing with complex cases, creating reports to accurately articulate the advice provided.
• Researching, creating compelling, accurate and professional reports for clients.

Skills and Qualifications

• Diploma in regulated financial planning or working towards the qualification.
• Efficient in problem solving.
• Ability to analyse information and data with a critical mind set.
• Ability to build relationships with key stakeholders.
• Technically proficient
• Company pension scheme
• 25 days annual leave, increasing to 30 days with length of service
• Access to an electric vehicle scheme (subject to scheme rules)
• Opportunity to purchase additional holidays
• Market leading enhanced family friendly policies
• Cycle to work scheme

Development Opportunities and Career Progression

This is an exciting proposition to join a growing organisation who offer excellent opportunities to progress your career. Support for future development will be keenly provided to enable the successful applicant to further their knowledge and ability in the role.

Potential career pathways could be Senior Paraplanner.

Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.