Para-planner - York, United Kingdom - Azets

Azets

Verified Company

York, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

About us

Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment At Azets, you're in control of your career and with our support this will make us even stronger, together.

Our motto when it comes to career development is
"Your Journey, Your Voice, Your Success".

Azets is an award-winning leading firm of Accountants, Wealth Mangers and Business Advisers operating across the UK and the Nordics.

We are a family of over 6,500 employees and work across over 80 offices in the UK alone.

Our Wealth Management team is growing in key locations across the UK and makes a fantastic partnership with accountancy where we can offer Tax advice and Wealth Management in the same office for our clients.

The role
We are looking for a Diploma qualified Para-Planner to join our team.

Working as part of the Financial Planning Support Team, you will need to provide high quality and accurate support to Financial Planners.

Key accountabilities

To provide technical and research support to the planners
To assist the support team and compliance department when required
Prepare suitability reports
Prepare review reports
Prepare summary of recommendations for processing team
Ensure all recommendations meet with company standards
Question the planner's recommendations if applicable
Discuss any cases that are not clear with your line manager or compliance manager.
Learn and maintain a detailed understanding of firm centralised investment proposition and relevant internal procedures
Ensure client records are maintained and information is correctly recorded on intelliflo

Skills & experience

CII Level 4 Diploma
Experienced of working within an Independent Financial Adviser practice
Para-Planner
Strong organisational and planning skills
Effective communication skills
Strong analytical and numerical skills
Thrive working as part of a team
Strong IT skills, MS Office, Work, Excel and Outlook

Other
Our benefits include hybrid & flexible working, birthday leave, professional exams and subscription and much more.

Contact us
We are looking for three things in particular

-
Be a good colleague:

- work well with your colleagues in Azets and help them achieve our collective goals
-
Be ambitious