Senior Paraplanner

☞ Positive Wealth Creation Ltd

View: 102

Update day: 07-05-2024

Location: Burnham-on-Sea South West

Category: Finance / Bank / Stock Sales

Industry: Financial Services

Position: Associate

Job type: Full-time

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Job content

Vacancy: Senior Paraplanner Location: Burnham-on-Sea & at home Hours: Full time. Term: Permanent Salary: Competitive (dependant on experience) Benefits: Pension, Private Medical Insurance & 30 days’ holiday incl. bank holidays & support with professional training. The role: An excellent opportunity has arisen for a Senior Paraplanner to join a leading firm of Chartered Financial Planners in Somerset. This long-standing family business specialises in investment and pension advice to individuals and has a loyal, but growing, client base. You will take a lead role in preparing for and following up new client projects and delivering ongoing aftercare to existing clients. You will work closely with the Directors to enable the Company to offer quality, bespoke financial advice effectively and efficiently. You will provide supervision and oversight for paraplanner and administration colleagues. You must have the ability to balance commercial needs with compliance requirements and be able to identify opportunities, or flag any concerns. Integral to this role is compliance with our code of conduct, data security and all company policies and procedures. You will be a key part of a core team of eight colleagues. In a relatively small team, we believe that collaboration, communication, co-ordination and coaching are optimised with regular face to face contact, subject to any ongoing safety restrictions. However, we recognise also the personal benefits from reduced commuting as well as lower corporate carbon emissions. As support to the Directors, the role will need travel to our office in Burnham-on-Sea weekly. This is a full time role but flexible working arrangements such as a four day week can be considered. About you: You will be hold a Level 4 qualification in Financial Advice such as the Chartered Insurance Institute Regulated Diploma in Financial Planning. You may be working towards a Level 6 qualification, or want a supportive environment to help you get there. In the future, you might want the opportunity to give advice to clients. As an experienced professional, you will have excellent IT, communication and organisational abilities. You will be skilled with financial advice software and systems. It will be an advantage if you have prior knowledge of Intelliflo Office, FE Analytics, O&M Pension Profiler and Iress Exchange. Earlier use of platforms such as AJ Bell, Aviva and Aegon would be beneficial. How to apply: Please send your CV & a covering letter outlining why you suit the position and would like to join Positive Wealth Creation Ltd by email to Alex Turco, Operations Director at alexpwcltd.co.uk.
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Deadline: 21-06-2024

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