Paraplanner - Hybrid Wfh - Guildford, United Kingdom - PB Recruitment Consultants Ltd

PB Recruitment Consultants Ltd

Verified Company

Guildford, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

An established, Independent Financial Planner, based in Surrey requires an experienced and qualified Senior Paraplanner

A position for which you will be well rewarded, with a very competitive base salary, bonus, flexible working, and a comprehensive benefits package.

It's important that this new team member aspires to spend every day working closely with clients; collaboratively creating financial plans and working to achieve them.

If you enjoy problem solving, thinking outside the box and finding solutions to a wholehost of challenges and questions then you'll fit right in

The Paraplanner Role and Opportunity:

It is seeking a Paraplanner to join its amazing team to continue to help deliver an outstanding experience for our clients.

Paraplanner Responsibilities:

Conducting regular strategy meetings with our advisers and undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
Effectively and efficiently summarise recommendation options for advisers and draft letters and suitability reports for a wide range of products, providers, and funds.
To think independently and to work outside of formal template structures to help formulate highly individualised client reports.
Using different software packages and technology to analyse data and propose effective client solutions.
Update client records and business trackers promptly and accurately.
Support the team and managers in the development of processes and ideas.
Maintain a high degree of technical knowledge relating to core products through ongoing training and selfdevelopment.

Skills and Qualifications Required:

Level 4 Diploma in Financial Planning (or working towards)
Ideally specialist qualifications such as Long-Term Care (CF8), Equity Release (ER1) and Pension Transfer (AF7)
A detailed understanding of pensions, investments, protection, and tax planning
Excellent report writing and communication skills
Experience of a variety of IT systems, preferably to include Intelligent Office, Virtual Cabinet, Voyant and FE Analytics
Selfmotivated and driven to succeed and deliver a firstclass service to clients
Good at problem solving and thinking outside the box
Excellent attention to detail
Ability to work well in a team
Handson, cando approach to work