Paraplanner, Office Angels

Paraplanner

Office Angels

Location:

United Kingdom, Newton Abbot

Category:

Finance

Contract Type:

Not provided

Salary:

40000.00 - 45000.00 GBP / Year

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Job Description:

To join their expanding team as a Paraplanner to help the company provide a fully comprehensive service across all aspects of business planning and strategy, as well as day to day financial management. To tailor financial solutions and support packages to suit the needs of each unique client.

Job Responsibility:

Receiving instructions during debriefings from advisers following client meetings
Interpreting data obtained by advisers during client meetings
Analysing data and using research tools to provide solutions to meet client needs and objectives
Providing records to support research undertaken
Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document
Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports
Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way
Carrying out all tasks in a manner consistent with compliance procedures and company process
Ensuring all client files are compliant on an ongoing basis
Ensure that significant risk issues are referred to the Head of Compliance where appropriate
Make a constructive contribution to the continuing development of the team and company
Proactively enhance industry knowledge, through external and internal sources

Requirements:

Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations
Analytical in solving tasks with a keen attention for detail
Possess excellent organisational and time management skills with an ability to work under pressure and prioritise
Desire to complete tasks to the highest standards and in a timely fashion, taking ownership and accountability for own actions
A positive and proactive approach to work and a desire to help and support the wider team
To have a helpful can do approach to problem solving and assisting wider team as and when required to resolve issues in a most sensible and time efficient manner
Calm and considered outlook in approach to problem solving

What we offer:

25 days holiday plus Bank Holidays
annual company bonus - up to 4% of salary
pension scheme - 3 x salary
death in service
employee wellbeing
company sports team
modern office with great amenities and facilities
dress down Fridays
free parking

Additional Information:

Job Posted:

March 27, 2025

Employment Type:

Fulltime

Work Type:

Hybrid work

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