We’re on a mission to make financial advice accessible to everyone – and we need passionate, driven people to help us do it. We’re looking for an experienced Paraplanner to join our team, supporting our growth ambitions for the future. Working as an integral part of the support team providing our Advisers and their clients with a professional and efficient service, our Paraplanners take accountability for: Maintaining client records Data gathering Application form preparation and submission. Promotion of our services in a professional and FCA compliant manner. The benefits: Salary - £40,000 Bonus scheme - on target bonus – 7.5% Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5% Critical illness cover Income protection - 1x salary Death in service - 4x salary 27 days holiday bank holidays, with the opportunity to buy up to an additional 10 days A range of other flexible benefits to include private medical insurance, dental insurance and much more. Key Accountabilities: Understanding our clients’ financial situation & objectives: Providing research, analysis & technical support Preparing recommendation reports Maintaining client records Analysing clients’ circumstances, objectives & risk profile Identify missing client information pertinent to formulating recommendations Liaising with financial advisers to query/challenge proposed recommendations where necessary Providing research, analysis & technical support: Providing research on all relevant advice areas, products, and investment solutions Preparing information / comparisons, ready for analysis by the adviser Cashflow modelling analysis Preparing recommendation reports: Producing client suitability reports confirming new recommendations Obtaining accurate illustrations, key features, and other relevant paperwork Assisting in the completion of remedial actions following quality checking Maintaining client records: Maintaining accurate and up-to-date client and plan records Ensuring all relevant documentation and correspondence recorded What will you need to succeed? Qualifications/ Experience: Sound knowledge of the financial services market Attainment of CII L4 Diploma in Financial Planning Skills and Competencies: Communication: Able to adapt the language, style and method of communication depending on the needs of the client or colleague Organisation: Can prioritise daily tasks, and restructure day as ah-hoc duties require, arranging client related tasks as a priority Customer Service: Understand what good customer service is and prioritise customer work to deliver good service. Teamwork & Collaboration: Understand the importance of teamwork and how collaboration can improve outcomes. Technology: Understand and be able to use technology for the role effectively Strong background in client and product administration Ability to deliver to tight deadlines Excellent problem solver and decision maker Why us? We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential. We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.