Paraplanner | Wolverhampton| Full Time| Up to £45,000 Per Annum (dependent upon experience)
Our client is an Independent Financial Adviser providing expert advice to help them gain the most from their wealth. From their offices in Tettenhall, Wolverhampton, they work with clients across the West Midlands and beyond.
Since the firm was established in 2000, the positive response of their clients to the excellence of their service and quality of their advice has been central to their growth. They have been awarded the Pension Transfer Gold Standard by the Personal Finance Service, which means they have been recognised for the high standards of pension advice that they give to their clients.
Are you the right person for the job?
Must have proven capability of being a Paraplanner within Financial Services previously
Essential that you hold the Financial Planning Diploma
You must have experience with Wrap platforms – knowledge of Standard Life and Aviva is essential, and some knowledge of AXA is also advantageous
Knowledge of FE Analytics and Intellif
Experience with using Intelligent Office back-office system is advantageous.
Able to build strong working relationships with clients and colleagues.
Ability to work as part of a team in a busy office as well as on own initiative.
Can do attitude and willing to learn
The successful candidate should be prepared to study for relevant qualifications in relation to the role to enhance skillset and knowledge (please note the client will re-imburse for the cost of these as soon as they're passed)
Training will be provided on systems and for duties where you don't have experience
What will your role look like?
Maintaining wrap platforms (Aberdeen and Aviva platforms)
Undertake Client reviews, set up model portfolios and undertake switches and rebalances
Obtaining client valuations both on the platforms and with other providers
Preparation work for client meetings including producing illustrations and paperwork required
Preparing and sending client Income Drawdown Review Reports (including cashflow projections using CashCalc software)
Contacting companies for existing product details via phone, post and email
Submitting applications (including those on Wrap platforms) and sending off paperwork, chasing them to completion
Conducting research using FE Analytics and Intellifo
Supporting the Investment Director / Financial Advisers when required
Answering the phone and handling queries or ensuring they are dealt with by the appropriate person
Checking documents received, sending to client where appropriate
What can you expect in return?
Salary - up to £45,000 per annum (dependent upon experience)
Holidays – 26 days + bank holidays (you are required to save 4 days for Christmas; however, some are gifted as the company closes over the festive period)
Pension – NEST
Private Medical Insurance
Bonus – Discretionary dependent upon how the company performs
What's next? It's easy! Click “APPLY” now! We can't wait to hear from you!
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