Paraplanner

We are looking for an experienced Paraplanner to join our established and growing team of advice professionals. Working as an integral part of the support team providing our advisers and their clients with a professional and efficient service, you will be key to the delivery of this first class service. We'd like you to support our advisers with maintaining client records, occasional data gathering, application form preparation and submission.

The role will involve promoting the company’s services in a professional and FCA compliant manner.

The Benefits:

Salary - £42,800

Bonus Scheme- On target bonus 7.5%

Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%

Critical illness cover

Income protection

Death in service - 4x salary

27 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days

A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Providing research, analysis & technical support to a team of financial advisers

Preparing recommendation reports

Maintaining client records

Analysing clients’ circumstances, objectives & risk profile

Liaise with financial advisers to query/challenge proposed recommendations where necessary

Provide research on all relevant advice areas, products, and investment solutions

Cashflow modelling analysis

Produce client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures

Sound knowledge of the financial services market