Following a strong period of growth, we are seeking an experienced full-time para planner to join our growing team at our head office, which is between Wimborne and Ferndown. Full support will be provided by the existing para planners and the internal compliance team as well as access to the inhouse expertise of our tax specialists.
Work with our Financial Planners on their high net worth client bank and the advice will cover a wide range of issues including investment planning, trusts and estate planning, retirement planning and equity release. A broad knowledge in these areas is required.
We are offering a competitive basic salary plus bonus and other benefits. A hybrid working arrangement will be offered after successful completion of the probation period.
Full study support is also provided and you will demonstrate your commitment to professional development by studying professional qualifications as required.
To be successful, you will need:
* • 5+ years of para planning experience
* • Level 4 Diploma qualified in financial planning
* • Understanding of the full financial planning process
* • Strong technical knowledge and the ability to simplify complex advice
* • Ability to work within defined business processes
* • Ability to achieve agreed outcomes without supervision
* • Ability to multi-task and prioritise effectively to deliver work within agreed timescales
* • Articulate communication
* • Excellent interpersonal skills, both written and verbal, with team members, providers and clients
* • Good IT skills with working knowledge of MS Office
* • Experience working with financial services research tools including FE Analytics
* • Excellent report writing skills with high attention to detail and accuracy
* • Ability to work independently and in a team
The ideal candidate is a positive, friendly, service-oriented person with a “can do” attitude who is aware of the important role played by a Para planner in providing financial advice. Honesty, integrity and ability to maintain confidence and confidentiality are key attributes. Hard working and responsive to the need to deliver a high quality support service. Attention to detail and exceptionally high standards of work.