Financial Paraplanner - Belper, Derbyshire, United Kingdom - Belper Independent Financial Solutions

Description

Paraplanner

Belper IFS is a successful wealth management business based in Derbyshire and so well respected by its clients that it is continually expanding.

This incorporates giving advice on retirement planning.

We currently have a great opportunity for someone to gain more experience in their career within this field, and would like to consider candidates currently working in this industry and who are ready to immerse themselves in continuing their study journey to become a fully quaiified Paraplanner.

We are able to give support and advice to someone who has commenced this journey and worked in a wealth management/investment company.

The role is office based and includes study support and private healthcare, as well as a competitive salary for your experience level and is extremely friendly atmosphere.

You will join us as a Paraplanner.

The role will comprise conducting research according to client requirements, completing recommendation reports and preparing review documentation for the financial advisor to use at a client meeting.

You will support and work with a Financial Adviser and complete a number of non-client facing tasks as well as servicing clients, becoming involved in preparing and administering a bespoke Financial Plan for their own circumstances.

Responsibilities of the Paraplanner:
Preparing and maintaining the client file along with the support of the admin team.
Preparing and implementing recommendations.
Ensure all recommendations have been actioned.
Support both Financial Advisers, and at times, the Junior Planner as required.
Preparing letters, reports and other documents in advance of the financial reviews.
Prepare Review Reports when required, conducting any technical research required.
Support the office with general duties e.g., answering the telephone, supporting colleagues with training, as well as feeding and cuddling the dog


Requirements:

We are looking for someone who is interested in this type of business to continue to build their career with support from our team, and we would expect that you are on the journey to obtaining full FCA accreditation.

Other qualities we look for are.
o Good attention to detail
o Excellent numeracy/literacy
o A team player
o Good at letter writing
o Computer literacy skills or experience of industry specific software would be an advantage.
o Methodical approach to researching and preparing data.

If you need help to take you through the different steps to achieve Paraplanner status and have a successful track record in doing this.

A have a very pleasant atmosphere and friendly team environment in a town centre with free parking, and can offer a selection of hours arrangements but total of 37.5 hours for full time (Monday to Thursday).

Further benefits include private healthcare, study support, and competitive salary reviewed with experience level.


Location:
Belper, Derbyshire


Contract Type:
Full Time, 4 day week Monday to Thursday OR Part-time hours available. Permanent

Salary:
Competitive salary up to £40k for full time position, part-time would also be available and be pro-rata.

You may have experience of the following: Financial Administrator, Paraplanner, Senior Paraplanner, Financial planner, Technical Administrator, Financial Services etc.

REF
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