Paraplanner - Guildford, United Kingdom - Nelson Scott LLP

Nelson Scott LLP
Nelson Scott LLP
Verified Company
Guildford, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Job Title:
Paraplanner

Hours:
Full-time


Working Type:
Hybrid - Office and home working


Pension: 4% contributory employer pension contribution


Holiday: 23 days holiday (3 days for Christmas close) increasing by a total of 5 days over the first 5 years of service


Other Benefits:
£100,000 life cover

Income Protection Insurance

Wellbeing Budget of £20 per month (to put towards a company cash plan or private medical insurance)

Free parking at the office

Financial support for exams and study leave


_The Role and Opportunity:
_
You will join the team as a Paraplanner reporting into the Paraplanning Manager. We are looking for you to deliver an outstanding experience for our clients.


You will utilise your thorough understanding of the advice process, suitability letter requirements and the regulatory requirements imposed by the FCA and ensure these are reflected in your work.


_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.

_Qualifications Required:
_

  • Level 4 Diploma in Financial Planning (or working towards)
  • 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 Microsoft Office, Intelligent Office, FE Analytics


We are are passionate about the team's continued learning and development, we would therefore be looking for this person to continue their qualifications.


_Skills Required:
_

  • Excellent writing skills
  • Self
- motivated and driven to succeed and deliver a first-class service to clients

  • Good at problem solving and thinking outside the box
  • 100% client focused
  • Attention to detail
  • Ability to work well in a team
  • Hands on, can do approach to work
  • Fantastic interpersonal skills
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