Head of Paraplanning - Maidstone, United Kingdom - Perspective Financial Group Ltd

Perspective Financial Group Ltd

Verified Company

Maidstone, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are proud to be the UK's best client-centric financial planning firm for both our clients and our staff. Founded in 2008 and with over 35 local offices nationwide, we employ 450 people including more than 160 highly qualified financial planners and paraplanners.
We regard financial planning as a profession, providing specialist expertise to individuals, families, companies and trustees.

A significant number of our client relationships endure for more than 25 years and span four generations of a family.

The qualities we look for in people who wish to join us include sharing our client-centric approach, having the focus and drive required to produce excellent results, and having a passion for learning and development.

Our Purpose, Vision and Values are at the core of what we do.

Our Purpose:

We provide expert, specialised financial planning and wealth management advice that enables our clients to make full and effective use of their financial resources, so they can plan for and achieve the future they desire.

Our Vision:

To build a sustainable and socially responsible business that is trusted by our employees and clients, never detracting from our core value that our clients come first in everything we do.

Our Six Values:
Our clients are at the heart of everything we do.

Our six core values guide what we do every day:

We are clientcentric
We will do the right thing
We always deliver
We become a trusted member of the family
We continually set standards of excellence
We believe in teamwork

Perspective is dedicated to encouraging a supportive and inclusive culture amongst our whole workforce.

Position:

As our Head of Paraplanning, you will already have significant experience working as a successful paraplanner.

You will work closely with our Financial Planners by providing technical support in the process of servicing our Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.

After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning Reports. youwill need to be motivated, friendly and professional at all times.

Office:
Perspective (South East) Ltd

Hours:
Monday - Friday 9.00am - 5.00pm (35 hours)

Salary:
Competitive, dependant on experience and qualifications (available upon request)

Benefits: 25 days holiday (rising with length of service) plus Bank Holidays, Birthday Leave, Holiday Purchase Scheme, Life Assurance, Pension and Corporate Eyecare.

Specific Responsibilities

The key duties of the role are:

Writing Financial Planning Reports that our Advisers present to clients
Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with daytoday queries
Arranging for plans to be submitted to provider companies
Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
Preparation of client review packs
Illustration requests
Keep up to date with financial products and legislation
Comply with all company and industry guidelines, rules and regulations
To take responsibility for the training and development of new Paraplanners
Streamline the current Paraplanning process to increase productivity
Support others in the achievement of RO qualifications, increasing the number they sit from 2 a year, to all required RO qualifications in the first 12 months
Assist with the development of Paraplanner hubs in other offices
Deliver training remotely/via Teams
Promote careers within the Company at Higher Education settings and jobs fairs
Work closely with ~Academy Leads to create and support Academy members with best practice and progression.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable

Requirements:

You will already be experienced working in a Financial Planning firm and have essential Paraplanner/ report writing skills.

You will need to be motivated, friendly and professional at all times and able to hold conversations with third parties, representing the company in a professional manner.

You will also be skilled in, or have the ability to learn:

A reliable individual who has the ability to manage and prioritise workloads
Outstanding communication skills at all levels
Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy
Analytical and problemsolving skills
Experience of working as part of a team
Excellent organisational and multitasking abilities are essential
Flexibility/ adaptability to cope with change
Confident with IT and office software pack