Job Description
This well established wealth management business is now looking for an experienced Paraplanner to join their fast-growing business and support team based from their offices in Spalding. The successful candidate will work alongside our five Independent Financial Advisers, existing Paraplanners and support team.
Responsibilities:
- Working closely with IFA's undertaking product and provider research to identify appropriate solutions for clients within specified timescales
- Drafting proposals, letters and suitability reports for a full range of products
- Effectively summarising recommendation options for IFA's
- Maintaining a high degree of technical knowledge relating to core products through ongoing training
- Using different software packages to analyse data and propose effective client solutions
- Communicating directly with clients on behalf of the Advisers, including telephone underwriting
- Assisting the Team Leader in managing, training and developing the administrative support team
- An ability to work under pressure and within tight deadlines is an absolute necessity
What we are looking for:
- Level 4 Diploma in Financial Planning or near completion of
- Demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice
- A detailed understanding of pensions, investments, protection and tax planning
- Excellent report writing and communication skills
- Professional, client facing demeanour
- Experience of a variety of IT systems including O&M Profiler, Intelligent Office, Assureweb, Dynamic Planner and Avelo Exchange software
- Previous experience of using different provider websites and knowledge of the overall application and administrative processes
What's on offer:
- Competitive salary
- Great range of benefits
- Progression and personal development
Interested? Apply today to register your interest or call Richard 01926 290 290 to discuss this opportunity further. You can also visit the Addington Ball website www.addingtonball.com or follow us on twitter @AddingtonBall to see all our current vacancies, news and updates.
Addington Ball specialise in the recruitment of accountancy and finance professionals across the Midlands and Northern Home counties. We are a member of The Employment Agency Movement (TEAM) and are acting as an Employment Agency in relation to this vacancy. Job ref - ABJ/18606
