Overview

Location: Milton Keynes

Salary: £30,000 – £35,000 – depending on experience

Our client is currently looking for an experienced Paraplanner to join their support team based in Milton Keynes. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

This role comes with many benefits including attractive holidays, pension scheme, life cover and on-site parking.

Ideally you will be diploma qualified or working towards this.

Key Responsibilities:

  • Report writing
  • Dealing with technical queries
  • Product and Fund research in conjunction with Research Analyst
  • Packaging reports:
  • Proof reading reports
  • Printing reports
  • Obtaining illustrations, key features, KIIDS and any other associated documents
  • Obtaining and pre-populating application forms
  • First line of compliance:
  • Checking fact finds
  • Checking status of compliance documents (client agreements, AML etc)
  • Empowered to challenge advisers
  • Problem solving – resolving in-depth problems and issues to find appropriate solutions
  • Communicating with product providers, advisers and clients where necessary
  • Keeping knowledge of products and platforms/providers up to date
  • Being part of the CPD structure
  • Attending Quarterly Adviser Days
  • General administration as required
  • Maintenance of client management system
  • Adhere to company procedures
  • Ensure all work conducted within a compliant manner and to the client’s standards

Skills:

  • Ideally min 2 years PP experience, provide day to day product and technical support to the business and our advisers, produce accurate, compliant, technical suitability reports, conduct research, provide analysis with detailed strategies for adviser discussion.
  • Technically competent with: Outlook, Word, Excel to intermediate level
  • Ideally competent with Intelligent Office (back office system) or similar
  • Ideally competent with Voyant, O&M Profiler and FE Analytics
  • Working knowledge of platforms
  • Competent with industry software including Intelliflo (or similar), Voyant, Iress, Ateb (or similar)

Personal Abilities:

  • Must be able to meet deadlines, work well under pressure, whilst maintaining a high level of consistent and accurate output
  • Must be highly motivated to work independently whilst also being a team player and understanding when delivering on targets
  • Must be well organised, able to see tasks through to completion
  • Must be able to communicate at all levels
  • Industry related qualifications essential, with a desire to continue with personal development and improve knowledge base

If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.