Are you looking to further your career within a firm which offers 40 days annual leave, 9% pension, 8x salary DIS, PMI, PHI, blended working, 40 weeks mat and pat full pay, and more?

We are working with a global leader in financial services who are looking to grow their paraplanng team in Sheffield.

You will be responsible for the supporting a team of HNW/UHNW Fianncial Planners; providing research, illustrations, reports and recommendations to align to client objectives and needs.

This opportunity would be best suited to either a career Paraplanner who has interests in furthering their career, or an individual looking to transition into financial advice through a structured career at a later date.

Duties will include but will not be limited to:

• Provide high quality paraplanning support to Financial Planners to support client acquisition, capacity, and capability for future growth.
• Responsible for the quality and timely delivery of Paraplanning support to Financial Planners in line with policies and to the agreed service standards.
• Responsibilities include (but are not limited to) client suitability reports and analysis, technical research, record keeping and processing new business, illustrations, risk profiling and cashflow forecasts.
• Working collaboratively and proactively across the team to support and assist colleagues, maintaining effective relationships.
• Ensure compliance checks are undertaken to meet regulatory requirements and provide advice assurance to planners to meet agreed service standards both in terms of time and quality.
• Identify areas for improvement and alternative ways of working to maximise efficiency. Providing input, as required, to strategic changes to ensure the paraplanning impact is understood and managed effectively.
• Source relevant market knowledge, technical understanding, and insight to maintain quality and accuracy of technical advice provided.
• Support Financial Planners but attending client meetings where appropriate.

The ideal candidate will:

• Be experienced of working in a financial advisory environment to demonstrate deep knowledge and expertise of the subject matter.
• Strong understanding of regulatory framework and rules, and how they apply to Financial Planning.
• Work to a consistently high professional standard and level of accuracy.
• Strong planning and organisational skills to ensure activities are aligned to business priorities.
• Strong interpersonal skills, as well as a track record of successful delivery in a Financial planning business.
• Maintain CPD

Get in touch with James at IDEX for further information, or apply directly for immediate consideration.

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