Job Title: Paraplanner/Senior Paraplanner
We are seeking a skilled and experienced Paraplanner or Senior Paraplanner to join our team at {company}. As a key member of our financial services team, you will be responsible for providing administrative support to our advisors, assisting with the preparation of client reports, and maintaining accurate records.
Salary and Benefits
We offer a competitive salary of £35,000 - £55,000 per annum, depending on experience. Our comprehensive benefits package includes:
* Company pension scheme (5% employer contribution)
* 4 x Death in Service Life Cover
* Employee Lifestyle Benefit scheme
* Salary sacrifice Electric Car Scheme
* Health Cash Plan provided by Westfield Health (P11d benefit)
About the Role
The ideal candidate will have excellent communication and organisational skills, with the ability to work accurately and efficiently under pressure. You will be knowledgeable about financial products and services, and have a strong understanding of regulatory requirements.
Key Responsibilities
- Provide administrative support to our advisors, including preparing client reports and maintaining accurate records.
- Assist with the development and implementation of new business initiatives, including market research and competitor analysis.
- Collaborate with our compliance team to ensure adherence to regulatory requirements.
- Develop and maintain relationships with clients, providing exceptional customer service and support.
Requirements
- 2+ years' experience as a Paraplanner or in a similar role.
- Strong knowledge of financial products and services, including pensions, investments, and tax planning.
- Excellent communication and organisational skills, with the ability to work accurately and efficiently under pressure.
- Ability to work collaboratively as part of a team, with a strong focus on delivering high-quality results.