Wren Sterling is a UK-wide independent financial advice business working with over 16,000 clients. In complex markets that change frequently, we help our Workplace and Private clients make the right financial choices to make them feel confident and in control of their finances.
In the Private Client market, we specialise in all aspects of pensions, investments, retirement planning, estate planning and tax planning. For our Workplace clients we are experts in workplace pensions, employee benefits, and workplace wellbeing strategies, helping organisations and their employees take the biggest financial decisions.
We’re a fast-growing business that is committed to giving our employees a fulfilling experience where everyone can grow professionally in a supportive environment. Our values guide everything we do, from how we support our colleagues to how we serve our clients. Discover more about our four values on our website:
Why work at Wren Sterling?
At Wren Sterling, we invest in your growth, wellbeing, and development. Through our Employee Benefits Trust, you’ll share in our achievements at each reinvestment point whilst being able to enjoy a generous holiday package, clear career progression, and salary increases tied to key qualifications.
We know working remotely can support a good work/life balance, that is why our agile working policy offers you the chance to take control of your own schedule and with a 5% Flex allowance, you can tailor your benefits to suit your needs, from Private Medical Insurance to Income Protection, and more.
When you join Wren Sterling, you're joining a company that is deeply invested in its clients and its people, so why not see what we can do for you?
Role overview
Paraplanners play a crucial role in Wren Sterling’s Operations team. You’ll work closely with a team of financial planners, providing research and report writing expertise. We’re looking for someone with high standards of technical proficiency and the intrinsic motivation to consistently deliver a quality service to our financial planners and ultimately, our valued clients.
Qualifications
* Attainment of the Level 4 Diploma in Financial Planning
* Three years of experience in a Paraplanning role
* 5 GCSEs passes or equivalent including English and Maths
The role of the Paraplanner can be broken down into key parts:
Understanding our clients’ financial situation & objectives
* Providing research, analysis & technical support
* Preparing recommendation reports
* Maintaining client records
* Identify missing client information pertinent to formulating recommendations
* Liaise with financial advisers to query/challenge proposed recommendations where necessary
Providing research, analysis & technical support
* Provide research on all relevant advice areas, products, and investment solutions
* Prepare information/comparisons, ready for analysis by the adviser
* Use of company-approved research systems to assist analysis
* Cashflow modelling analysis
Preparing recommendation reports
* Produce client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures
* Obtain accurate illustrations, key features, and other relevant paperwork for advisers’ presentation meetings with clients
* Assist in the completion of remedial actions following quality checking
Maintaining client records
* Maintain accurate and up-to-date client and plan records on back-office system
* Ensure all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures
* Create, manage, and complete tasks on the back-office system in accordance with Company procedures
* Completion of other reasonable duties, as defined by the Senior Management Team.
Knowledge required
* General knowledge across a wide range of financial planning areas such as pensions, investments, protection, and estate-planning (including use of Trusts)
* Experience in an IFA/Wealth Management environment
For Paraplanners involved in corporate client work:
* General knowledge of the employee benefits/corporate pensions/business protection markets
* Experience in an employee benefits/corporate pensions environment
Skills required
Essential skills
* Communication (min: achiever): Able to adapt the language, style and method of communication depending on the needs of the client or colleague
* Organisation (min: achiever): Can prioritise daily tasks, and restructure day as ad-hoc duties require, arranging client related tasks as a priority
* Customer Service (min: developer): Understand what good customer service is and prioritise customer work to deliver good service
* Teamwork & Collaboration (min: developer): Understand the importance of teamwork and how collaboration can improve outcomes.
* Technology (min: developer): Understand and be able to use technology for the role effectively
* Expertise (min: developer): Has required expertise to do the role and understand areas for improvement & looking for opportunities to develop.
* Experience of Intelligent Office back-office system
* Experience of Finametrica, O&M Profiler, Defaqto and FE Analytics or equivalent research tools
* Experience in cashflow modelling
Key Performance Indicators (KPIs)
The performance of the staff member assigned to this job role function shall be measured by:
* Individual / Team meets financial targets, KPIs and SLAs
* Internal and external customer satisfaction measures
* Feedback from senior colleagues, advisers and team members
* Adherence to all company policies and procedures
* Adherence to compliance and other legal regulatory processes
The above statements are intended to describe the general nature and level of work being performed by the person taking the role of this job. They are not intended to be an exhaustive list of all responsibilities and activities required of the position.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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