Kingfurness & Associates provide high-quality, comprehensive independent financial planning advice to individuals, families, and businesses.
We are looking for a highly experienced Paraplanner to join our busy office in Hereford.
This is a demanding and challenging role and a great opportunity for someone wanting to develop and further their career in a strong, secure, dynamic, and flexible working environment.
Role and Responsibilities
You will work closely with one of our highly qualified advisers to ensure the smooth running of the team and to provide an excellent service to our clients. The role includes but is not limited to:
* Liaising with clients as required by the Financial Planner. Assisting with enquiries in a timely manner and in adherence to our TCF requirements.
* Obtaining and analysing technical information from providers.
* Conducting technical research and interpreting the results.
* Creating accurate cash flow planning analysis in line with client objectives.
* Preparation of suitability reports ensuring a high level of accuracy and care. A high degree of technical knowledge is necessary.
* Processing new business and monitoring through to completion.
* Assisting with administration for the team as needed.
* Keeping up to date with all relevant product, legislative, and technical changes.
The Individual
Due to the nature of the role and the industry, we are looking for someone with:
* Prior experience as a Paraplanner (2+ years).
* Excellent technical knowledge across a wide range of areas.
* Exceptional organisational skills and the ability to work well under pressure.
* Excellent communication skills, both written and verbal.
* A strong work ethic and a flexible attitude.
* A high level of accuracy.
* Experience working with Microsoft Word, Excel, and Outlook.
* Knowledge of industry-specific software systems.
* A desire to continue your development and obtain Chartered status.
* Full level 4 Diploma in Regulated Financial Planning as a minimum.
Benefits
* Competitive salary (£32-45k depending on experience).
* 25 days holiday + bank holidays.
* Well-being program available.
* Further study support.
* Discretionary performance-linked quarterly bonus.
Job Types: Full-time, Permanent
Pay: £32,000.00-£45,000.00 per year
Additional Benefits
* Company pension.
* Health & wellbeing programme.
Schedule
* Monday to Friday.
Education
* Diploma of Higher Education (required).
Experience
* Paraplanning: 2 years (required).
Work Location: In person
Application deadline: 01/02/2025
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