Paraplanner / PA

Recruiter
Hiring People
Location
Highcliffe
Salary
£25k - 40k per year
Posted
13 Jun 2018
Closes
11 Jul 2018
Ref
IIL01
Contact
Hiring People
Contract Type
Permanent
Hours
Full Time

Paraplanner / PA


Skilled and enthusiastic Paraplanner/PA required to join our clients team in Highcliffe, Dorset.

As a Paraplanner / PA you will work directly with the two company directors to enable them to deliver high quality financial advice and service to their clients.

The company are looking for someone who will:

  • Work alongside the existing team of Administrators and Paraplanners to assist the two directors in servicing their clients.
  • Be a hands-on team player, passionate about making a difference, building relationships and will act as a second point of contact for clients.
  • Produce high quality, accurate reports.
  • Support the administration team when required.
  • Work within appropriate regulatory frameworks and follow ethical and professional standards.

Job Summary:

  • Support the company in delivering a high quality service to clients
  • Gather data to support the production of client reviews and pension transfer analysis
  • Draft client reviews and suitability reports
  • Prepare for client and prospect meetings
  • Research technical queries

Qualifications and key skills:

  • Must have previous experience as a Paraplanner within the industry
  • Must have, or be willing to work towards, a Diploma in Regulated Financial Planning
  • Excellent communication and organisational skills
  • Attention to detail
  • Drive and determination
  • Ability to work under pressure and to tight timescales
  • Proactive and willing to continue learning
  • Problem solving and ability to prioritise
  • Working knowledge of Microsoft Office and Adviser Office (desirable)

Further Details:

  • Position start date: September 2018
  • Sector: Financial Planning Advice
  • Contract Type: Permanent
  • Salary: £25,000 to £40,000 p.a. depending upon previous experience and qualifications, plus 4% pension contribution, Death in Service and Income Protection.
  • Hours: Full Time 8.30 – 5.00 MONDAY TO THURSDAY, 8.30 – 2.00 FRIDAY

About the Company

"We provide high quality advice to private clients, businesses, families and trustees. The team consists of 5 advisers and 5 Administrators / Paraplanners. We have a reputation for providing a superior service and we continually strive to improve. We combine advice in investment management, retirement planning, pension transfers, tax mitigation, estate-planning and risk minimisation. We work closely with accountants, solicitors and other professionals to deliver high quality, joined-up advice to our clients."

Company Values

  • Work hard, but have fun along the way.
  • Always deliver what we promise.
  • Constantly strive for improvement.

Benefits


The successful candidate will benefit from a generous remuneration package. The organisation are serious about developing their people, offering full support for exams, in -house training and a straightforward personal development programme to support career progression.

How to Apply

Please attach an up to date copy of your CV to the link provided and the hiring company will be in direct contact.


This advert is being managed by Partners of Research Ltd. trading as Hiring People. Your details will be passed onto our client. In some cases, where our client is acting on behalf of another employer, your details will also be passed onto them. We expect our clients to hold your data in a responsible fashion, but ultimately have no control. Partners of Research Ltd and/or our client may contact you confirming receipt of your application. Your data will be located on servers both within and outside the EU.

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