Recruit Wealth are representing a very well known, national, award winning PE backed Financial Planning business who now seek to appoint several Paraplanners to their Harrogate offices.
Our client already has a large UK presence with major plans to continue to grow through acquisition, so it’s a very exciting time to join.
The Harrogate office has seen continued recruitment for all staff across it’s departments this year and set to continue throughout 2025.
Main overview of responsibilities:
*To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
*To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.
*Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.
*Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
*To ensure that the customer experience follows defined standards and TCF is always maintained.
*To ensure that all relevant research, client support and compliance and systems processes are always observed to maintain excellent and compliant performance in the job role.
*Use standard template documentation approved by the company
*Update workflow records to facilitate the production of accurate management information in a timely manner.
*Manage workloads as required and liaise with Line Manager to highlight over/under capacity.
*Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.
*Ensure the agreed outcome meets the company’s compliance standards and FCA rules.
*Achieve set output targets for producing ongoing advice documents
*Ensure effective communication with advisers, and other colleagues to ensure a great customer experience.
*To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.
*To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.
*Knowledge of benefit calculations will be required.
*To obtain illustrations and key features documentation in support of recommendations to clients.
*To assist the administration team in the processing of any new business linked to their cases.
Requirements & Experiences
*Ideally Level 4/Diploma qualified or working towards
*Experience in a Paraplanning role in a similar environment. Experience of working with IT systems that support this service.
*Good technical knowledge and understanding of FCA COB rules
*Excellent technical knowledge
*Ability to liaise with colleagues and clients in an articulate and pleasant manner.
*High degree of numeracy.
*Ability to work under pressure and manage own workload.
*Ability to work as part of a team and to learn new skills/knowledge.
*Excellent standard of written and verbal communication
*Analytical mind and excellent attention to detail
*Excellent time management skills with an ability to work to deadlines
As previously mentioned, there has never been a better time to join our client than now, their proposition to clients and delivering excellent client outcomes are the foundations of the business.
A very generous salary, benefits, progression as well as a professional and encouraging working culture are all available.
Flex/Hybrid working is fully supported.
Staff retention is second to none with our client and we have represented them for years with excellent success.
Please apply for an immediate response here at Recruit Wealth.