We’ve recently taken on a new position for a Paraplanner to join our clients, a well-established Financial Planning firm in Kettering, Northamptonshire. For the right individual, they are offering great earning potential, and career path. The successful will require previous experience and provide a professional level of support to the team of Financial Advisors.
Working hours:
*Monday – Friday 9 am – 5 pm
*Office based
The successful Paraplanner will be offered:
*Basic salary £50,000 (DOE)
*25 days plus bank holidays
*Free car parking
*Auto-enrolment pension scheme
*3 x salary death in service scheme after 6 month probation period
*Company sick pay scheme after probationary period.
To be considered for the Paraplanner role you must have the following:
*Relevant qualifications (R01 or Level 4 Diploma)
*Excellent Communication skills (telephone and face-to-face)
*Organisation Skills
*Ability to be proactive and work well in a team.
As a Paraplanner, your role will involve:
*Respond to all communications in a timely fashion.
*Produce discussion documents and suitability reports.
*Using relevant tools research product suitability and services ensuring that our clients have the best “whole of market advice” made available to them when they need it.
*Input into and follow the Company Central Investment Proposition.
*Prepare and save, as per company guidelines, relevant technical paperwork in order that the administrators can prepare for adviser-client meetings, ensuring that all deadlines are met.
*Ensure that all relevant paperwork is prepared and ready for presentation to the client by the adviser.
*Follow up and discuss with the provider, adviser, client or administrator as necessary ensuring a regular communication flow in order that business is concluded.
*Ensure registers and logs are kept up to date and reviewed on a regular basis.
*Take responsibility for dealing with client issues in order to lead to a satisfactory conclusion.
*Keep up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role. 
*Regularly communicate on compliance matters as they arise with colleagues.
*Ensure that all compliance procedures relevant to your area of expertise are in place and adhered to by colleagues ensuring the Compliance Officer is aware of any important issues.
*Make sure that colleagues are aware of any changes to key technical material in a timely and professional manner.
*Pass details relating to producing invoices for clients to the Office Manager.
*Work as part of a team with the other paraplanners ensuring Company guidelines are adhered to.
*Ensure the Company database is kept up to date.
*Carry out ad hoc project and administration work as requested by the Management Team
*Take an appropriate role in seminars and events.