Adam Williams

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Financial Services Paraplanner

Ref #: AW - FSP
Adam Williams 15/12/2021
Location: Cheshire Not Disclosed Cheshire
Salary: £35,000 - £40,000 £
Type: Permanent
Seniority: Mid/Senior Level
Date: 15/12/2021
Financial Services Paraplanner

Do us a favour. List the most important things in your life.

Now we can’t guess everything on that list, but we’re pretty sure that family and financial security rank pretty highly.

Imagine being in a position to help people secure their long-term future by assisting in providing excellent financial advice.

You’ll be attending client meetings as required, with a designated Financial Advisor, and taking away all post meeting tasks such as; suitability reports, post review reports, defined benefit calculations and new business reporting.

What are the requirements?

Well, we’re looking for someone who is a level 4 Paraplanner with a background in the financial services sector for starters.

You’ll be a natural communicator with the ability to build rapport in a professional and friendly manner.

Ideally, you will have a good understanding of the Pension process and industry. It would be preferable if you also have knowledge of relevant regulations and guidelines, including GDPR and TCF.

So, what will you be doing?

The primary function of this role is to provide full Paraplanner support to the IFAs, taking responsibility and ownership of all tasks that they require your support with.

The key purpose is to ensure positive client relations are built and maintained through the provision of a professional and efficient service.

The salary is on at £35,000 to £40,000. Additionally, there is a competitive benefits package, generous pension contribution and flexible working hours.

If you are interested or want to know more, call me, send me a message, DM, carrier pigeon – whatever is easiest. We encourage anyone who feels they are suitable to apply, we love seeing diversity in our applicants. We use specialist technology to ensure there is no gender bias in our adverts.

Every applicant will receive a response. We sometimes make mistakes and miss things from CVs, so you will be given an opportunity to receive feedback and discuss the role in more detail if you feel necessary.

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