Are you looking for a rewarding career in financial services with an expanding, forward thinking company? 

Do you have a friendly and approachable manner and take pride in providing a professional, high quality and personal service to clients? 

The Role

As a Paraplanner you will be working as part of a productive, high performing team to provide full support to our Advisers and Financial Planning Executives. Your role will be to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

Key Responsibilities

• Analysing clients circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers;

• Providing high quality technical, administrative and research support to the Advisers;

• Undertaking whole-of-market research as required, including investments, pensions and protection plans;

• Undertaking research for asset allocation on clients’ existing portfolios, quantifying and analysing those clients’ existing investments;

• Liaising with the Regulatory & Technical team to ensure the advice is compliant;

• Be able to prioritise work in your queue by liaising with advisers on a regular basis;

• Speaking regularly with advisers and their support to keep them up to date with advice in the pipeline;

• Building strong and effective working relationships with other teams in the firm and third party product providers;

• Attending and contributing to meetings – both internal and external - and delivering group and individual training on topics appropriate to the role;

• Ensuring that all client records and data are maintained accurately and efficiently;
• Participating in ad hoc projects and tasks as and when required.

Knowledge, Skills & Experience

Essential:

• The ability to produce comprehensive, accurate and clear recommendation reports using a combination of standard paragraphs and free text;

• Experience of analysing clients’ circumstances and objectives in order to provide suitable holistic financial advice;

• Proficiency in complex report writing;

• Experience liaising with third party providers;

• CII Diploma in Financial Planning (as a minimum);

• Excellent grammar, spelling and punctuation skills;

• Excellent interpersonal and communication skills;

• A high standard of personal organisational and time management skills;

• Experience within Private Wealth Management;

• Experience of working to targeted service standards and procedures;

• A good working knowledge of regulatory requirements;

• Ambitious and goal-orientated;

• Evidence of continual learning and development of skills and knowledge;

• Experience of working unsupervised with a high level of self-motivation;

• Good IT skills covering MS Office, MS Outlook, MS Excel and back office systems.

Desirable:

• Experience of using CURO or IRESS software;

• Experience of using FE Analytics and Voyant;

• Previous experience dealing with Group Life and Pension Schemes;

• Part FPC/RO/CF qualified;

• Experience of training and people development.

Core Requirements

• Compliance with the Financial Conduct Authority Handbook and that body’s regulations;
• Maintain an understanding of the regulatory environment commensurate with the role;
• Maintain awareness of all risk-related issues and ensure compliance with The Private Office’s standards, policies and procedures;
• Build and maintain effective relationships within The Private Office;
• Motivate and develop fellow employees;
• Engender a positive and professional working environment that encourages quality staff to join The Private Office and develop within the business;
• Undertake the working day in accordance with The Private Office’s Core Values.

Benefits

• Share Scheme
• Company discretionary bonus scheme;
• Full time hours Monday to Friday 9.00am and 5.00pm – 1 hour for lunch;
• 24 holidays (increasing to 26), plus two additional Christmas days;
• Company Pension scheme;
• Private Healthcare*;
• Group Income Protection;
• Life Assurance;
• Eye Care Scheme;
• Bike to Work Scheme;
• Full support with professional qualifications, including CII membership*;
• Career progression available;
• Wellbeing Programme.

*after qualifying period