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Jobs

Paraplanner

Full Time   Salary: £38,000

Lancashire   Financial Services

 

DMD Recruitment are working with a reputable Chartered firm based in Lancashire. They are now looking for an experienced Paraplanner to join their team.

 

Essential

  • Minimum 3 years continuous experience in a Financial Planning Firm.
  • Minimum 2 years continuous experience as a Paraplanner.
  • Achieved the Regulated Diploma in Financial Planning (Level 4).
  • Understanding of UK financial regulatory framework and legislation.
  • Excellent communication skills, both written and verbal.
  • Excellent computer skills, proficient in Outlook, Word, Excel and PowerPoint.
  • Excellent interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner.
  • High level of attention to detail.
  • A demonstrated commitment to high professional ethical standards and a diverse workplace.
  • Capable of operating in a fast paced and challenging environment.
  • Ability to work within a team.
  • Ability to progress under the supervision of the Technical Team Leader.
  • Ability to multi task and prioritise work effectively.

 

Key Tasks

  • To accurately interpret the advisers client files to ascertain the client’s needs and advisers instructions to translate this successfully into a Financial Planning Report.
  • To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client’s needs.
  • To liaise with the Technical Team Leader in the first instance to ensure that they are kept up-to-date as to the nature of advice being passed through paraplanning.
  • To liaise with the Compliance Team in regards to work that requires pre sale authorisation.
  • To prepare the report within an agreed timescale.
  • To ensure that the Financial Planning Reports are accurate in regards to spelling and composition.
  • To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log).
  • Commit to a Personal Development Plan and maintain all standards of performance as required by the firm.

 

Employee Benefits:

  • Company Pension Contributions
  • 28 days annual leave, plus bank holidays
  • Death in Service Benefits
  • Staff bonus scheme
  • Flexible working
  • Training & Development support and opportunity
  • Employee Assistance Programme
  • PerkBox
  • Free parking

For more information contact Ryan McGoff 

ryan.mcgoff@dmdrecruitment.co.uk / T:0161 447 9181

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