2 days ago Be among the first 25 applicants
Direct message the job poster from BSG Financial Solutions | Chartered Financial Planners
We are a financial advisory business providing expert advice on all areas of financial planning. Because of our skills, knowledge and passion, clients feel they can entrust their financial future, and the financial future of their children into our hands. To us, that is very special and resonates with the team culture and our core values which are non-negotiable.
Role Description
This is a full-time on-site role for a paraplanner who will assist advisers in the delivery of the financial advice lifecycle through:
1. Preparation for client meetings and post-meeting documentation
2. Preparation and maintenance of client files
3. Preparation of recommendations and suitability reports
4. Implementing agreed recommendations
5. Keeping your knowledge and skills relevant and fit for purpose
Qualifications
We have high expectations, so the following are compulsory:
1. Minimum of 3 Level 4 CII equivalent qualifications
2. Minimum of 2 years’ experience within a paraplanning or similar role
3. Ability to comply with defined business processes
4. Ability to achieve agreed outcomes without supervision
5. Very high attention to detail and strong accuracy – ability to get it right first time
6. Articulate, logical & analytical
7. Excellent interpersonal skills
8. Ability to multitask and prioritise effectively
9. Ability to work independently and in a team
10. Ability to acquire, update and apply new skills and knowledge
11. Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook)
WHAT’S IN IT FOR YOU?
1. Working with great people and great clients
2. Development programme that enables you to be great
3. Employee benefits package
4. Pension scheme – we match your personal contributions between 4% and 7%
5. Life insurance – we will provide life cover at 4 times your salary
6. Wellbeing – we will provide private medical insurance, subject to eligibility criteria
7. Free car parking – you will need to have a clean driving licence and your own car for commute purposes
In addition to the benefits stated above your starting salary will be based on experience and potential within the range of £35,000 to £45,000. We will review your contribution to the success of the business annually and reward accordingly. We offer you the chance to grow and develop and become a brilliant paraplanner.
Monday to Friday 09:00 to 17:30
HOW DO I APPLY?
Please submit a cover letter telling us about yourself and why you are the person for the job
Seniority level
Entry level
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr