Paraplanner Job in Market Harborough

Paraplanner Job in Market Harborough. Apply for the latest Market Harborough jobs in Accounting/Financial/Insurance.

Paraplanner Job in Market Harborough

Job Description
Our clients are looking for a Paraplanner to join their growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are delivered at all times.

The ideal candidate will work from either their Market Harborough or Bromsgrove Office, with the flexibility to work from home the majority of the time.

Key Accountabilities of the Paraplanner will Include:

Preparing and maintaining client files and client reviews.

Building cash flow models.

Preparing recommendations and suitability reports.

Identifying areas for planning.

Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs.

Preparing information/comparisons for analysis by Planner.

Liaising with clients' legal and tax advisors (if applicable).

Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.

Establishing and building strong relationships with clients.

To be considered for this Paraplanner role, you must have the following:

Knowledge 

Excellent understanding of the financial planning process.

Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection.

Excellent suitability report writing skills.

Keep up to date with new products, and technical and legislative changes within the marketplace.

Experience 

Minimum 1 year experience working within a financial planning company.

3+ years experience in a Paraplanning role

Experience using client cash-flow modelling software is preferable.

Qualifications

Having achieved a Diploma in Financial Planning or equivalent is desired.

Consent to, and have clear results for, police check, bankruptcy search and any other background screening that is required for this position.

Skills / Personal Attributes

Proficient IT skills. Basic word processing, spreadsheet and database knowledge.

Excellent planning and effective organisational skills.

Computer literacy.

Honesty and integrity.

Methodological approach to work.

Working hours for the Paraplanner will be:

Monday to Friday 8:45 am – 5:15 pm

Flexibility to work from home

For the successful Paraplanner, our clients are offering the following:

Up to £40,000 basic depending on experience

28 days holiday + closure for Christmas

An extra day off for your birthday

Shopping discounts

Death in Service

24/7 GP

Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.

This job has been posted by GCB Agency Recruitment Ltd who is acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage

Job Type: Permanent, Full Time
Location: Market Harborough
Category: Accounting/Financial/Insurance
City: Great Bowden
County: Leicestershire
Country: United Kingdom
Salary: £30000 – £40000/annum
Benefits: