This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.
Location: Office based primarily but home working is available for up to 2 days per week
Hours: 5 days per week - 9am until 5pm (Monday - Friday)
Salary; £25,000 - £27,500+ Negotiable
Contract type: Permanent
Benefits;
*30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
*NHS Top up Medical Cash Plan (increasing with length of service)
*Gym membership
*Free onsite parking
*Bike to work scheme
*Exam support and funding
*Inhouse development path for those that want to develop throughout the various roles
*Team socials
Role purpose: An exciting new opportunity has arisen within the Paraplanning team providing paraplanning support to the Paraplanners, Advisers and wider business.


Key Duties and Responsibilities:
*Providing paraplanning support to the Financial adviser team across more simple products and cases with a view of developing into more complex advice areas and cases in development and learning journey
*Sending Letter of Authorities to third party providers
*Chasing outstanding information with third party providers
*Analysing of policy information
*Preparation of basic suitability letter and reports
*Accurately recording clients data and compliance
*Communication between client and adviser to ensure both parties are updated throughout the process
*Working within desired timescales for completion of tasks
*Project a professional image in both appearance and attitude and provide quality support on time to agreed standards
*Maintain up to date industry knowledge and awareness by attending training days and keeping abreast of advice and process changes internally
*Develop technical competence at an appropriate level to meet the requirements of the role
*Maintain a good working relationship with colleagues, clients and third parties.
Person Specification:
*Genuine interest in Financial Services and paraplanning as a long term career
*Interest in taking exams and keen to develop is essential
*High level of attention to detail and accuracy
*Highly organised
*Excellent written and verbal communication skills
*IT Skills
*Demonstrates a positive attitude at all times
*Works well as an individual and also as part of a large team
This is a great opportunity to join a lovely and rewarding organisation, and prior experience in the industry is not essential as full training will be provided. What’s most important is the desire to learn, and build a worthwhile career.