Are you a motivated Paraplanner looking to develop your financial career by joining a market-leading wealth management company with an established and successful team? Do you have the skills to thrive under the challenge of an evolving and growing environment that encourages you to excel? If the answer is yes, we have the opportunity you are looking for!
Renumeration
£30,000 - £45,000
Position Overview
We have a fantastic vacancy for a Paraplanner to join our busy Marlborough office. This is an integral and varied role where your experience in providing high-quality support will be invaluable to the whole team. 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 conducting 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. The successful candidate will need to be motivated, friendly, and professional at all times.
Location and Hours
The position is based in Marlborough. The working hours are Monday to Friday from 9 am to 5 pm, with a one-hour break, totaling 35 hours per week. The salary is competitive and dependent on experience and qualifications, with details available upon request.
Benefits
Our client offers a comprehensive benefits package that includes 25 days of holiday (increasing with length of service) plus bank holidays, birthday leave, a holiday purchase scheme, life assurance, a pension, corporate eyecare, and Extras Discount shopping discounts.
Specific Responsibilities
In this key role, you will be involved in writing Financial Planning Reports that our Planners present to clients, supporting the Planners by conducting research on products, and helping find the right solutions for our clients. You will assist with reviews and customer requests, acting as a point of contact for our clients to deal with day-to-day queries, and arranging for plans to be submitted to provider companies. Maintaining client records on the company software, ensuring the client and firm’s files are well presented, accurate, and compliant is also essential. Additional duties include the preparation of client review packs, handling illustration requests, staying up-to-date with financial products and legislation, and complying with all company and industry guidelines, rules, and regulations.
Role Requirements
Experience in a financial advice firm and paraplanning/report writing skills is essential. Diploma qualification is desirable, but candidates with the relevant skills and experience will be considered. The ideal candidate will be a reliable individual with the ability to manage and prioritise workloads, outstanding communication skills at all levels, and the ability to produce business correspondence with a high degree of accuracy. Analytical and problem-solving skills, experience working as part of a team, excellent organisational and multitasking abilities, flexibility to cope with change, and confidence with IT and office software packages (Word, Excel, PowerPoint) are also essential.
How to Apply
If you are ready to take the next step in your financial career with a supportive and dynamic team in Marlborough, we would love to hear from you. This is a unique opportunity to advance your career in Marlborough, offering professional growth and a supportive work environment. Apply now to join a thriving community and enjoy the benefits and opportunities our client provides in Marlborough. Don’t miss this chance to enhance your career in Marlborough!