Due to further increase in new business, my client, an award-winning firm of Chartered Financial Planners, is seeking a Technical Support Analyst (Paraplanner) to assist its Advisers and Senior Partners.
Based in the North West, the firm has a series of regional offices in key locations across the UK, allowing it national coverage. Having been one of the first few hundred firms in the UK to be awarded the status of Chartered Practice, our client places paramount importance on qualifications, with all staff encouraged and supported towards individual Chartered status.
The main purpose of the role is to provide technical support to the firms’ Financial Consultants. You will also provide analysis, detailed research, report writing and product recommendations for presentations, ensuring all advice meets the strict, ethical and compliance framework under the guidance of the Head of Risk Management. In addition, you will also be responsible for completing portfolio reviews and rebalancing requests, ensuring that all quality assessments are carried out to a high level of accuracy and professionalism.
Due to the nature of the role, it is essential that you are either qualified or studying towards Level 4 qualification, with a desire to achieve Chartered status. You will have extensive experience of working within a whole of market IFA firm as a Paraplanner. It is essential that you have an excellent understanding of the financial planning process and good product knowledge. You will have excellent report writing skills and be able to produce detailed and accurate work to high standards.
In return, you will receive a very attractive basic salary, as well as an annual discretionary bonus. An excellent benefits package is also on offer, including health and medical insurance, 4 times death in service and pension contributions. You will also receive a generous holiday entitlement, as well as an additional days leave for your birthday, with the ability to buy and sell holidays. Staff development is an integral part of our client’s growth strategy, and you will be encouraged and supported in gaining professional qualifications.
Aston Charles - a personalised service from industry experts
Financial Services and General Insurance Recruitment