Jobs

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