Paraplanner (BB-3A778)

Found in: Talent UK

Are you an experienced paraplanner who would like to take on a role at a financial planning firm that cares about others, lives by its core values and puts its clients at the very heart of everything it does?Does this sound like a refreshing change? We're a small company of 12 people who care about our team and clients. It is run by the core values of integrity, education, respect, keeping its promises, and being true to yourself and has a fantastic paraplanning career opportunity to offer.We have a clear plan of what we are looking to achieve over the next few years and how we will get there.We have a fantastic opportunity for an experienced and qualified paraplanner to join our company. We have a team of highly qualified planners, all qualified as Certified Financial Planners, Chartered Wealth Managers and Fellows of the Chartered Institute of Securities and Investments and there will be a significant amount of time working on a one to one basis with them. This role concentrates on the research and provision of investment and pension advice for private clients, including cash flow forecasting. You will attend client meetings, act as a key technical resource in our company, work on complex financial planning cases and be a senior and vital member of staff with plenty of opportunity to take an expanding role at a growing firm. Whatever stage of your career you are joining us at, you will benefit from being guided and mentored by a director who has followed the career path from paraplanner to planner. Whether you wish to remain working as a career paraplanner or have desires to become more client facing, both are crucial roles in our plans, with plenty of personal development opportunities for you.The principal elements to this role centre around research and report writing for investment and pension cases:Preparing recommendations - technical research and report writingImplementation - making changes to a client's investment strategy in conjunction with our administration team.Reviews - investment strategy, asset allocation and risk profiling on an annual basis.Client Servicing - building strong relationships with clients and attending meetings when required.Preparation of client files - ensuring files are up to date with the full support or our administration team.A full job spec is available upon application.Essential SkillsWe are looking for an experienced and Diploma qualified paraplanner with three years experience (consideration will be given to exceptional candidates who do not meet these essential criteria)Excellent technical knowledge of financial services productsHighly organised, methodical, analytical and disciplinedAble to convey complex information in an easy to understand wayExcellent attention to detailA friendly and helpful mannerAble to work to strict deadlines and under pressure if neededExcellent interpersonal skills both written and verbalAble to work as part of a team and connect with all your colleaguesShare our values and have a desire to work with us to achieve our company goals.About CompanyHC Wealth Management is an established, accredited financial planning company, and we pride ourselves on delivering a high quality, bespoke client service that combines financial planning and investment advice. We put our clients at the absolute heart of everything we do, and we firmly believe in enabling that they, along with our staff, have the lifestyle they deserve. We live by our values and are committed to growing our company with people who share them:IntegrityEducated approachRespectWe deliver on our promisesBeing true to your selfWe are a refreshing alternative to larger, corporate firms, and we are determined to retain the values that are important to us as we grow our business into the future.IFA, planner, wealth manager, trainee adviser, junior adviser, report writer, client manager, independent adviser investment, paraplanner, pensions.We are using a third-party recruiter to assist us with this vacancy. Please apply through the correct channels as your application may be missed if you come to us directly. No agencies, please

calendar_today1 day ago


info Permanent, FullTime

location_on Bagshot, United Kingdom

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