Citrus Elite Recruitment Ltd
Paraplanner
Job Location
Englefield, United Kingdom
Job Description
Job Description – Paraplanner
Reading
Are you a Paraplanner with 3-4 years minimum experience and looking for a fresh challenge?
Full time – 37.5 hours per week or Part time – 20, 25 or 30 hours per work are available.
Offices are open from 8am to 5:30pm to allow for flexible working hours.
Salary: Range from £45,000 to £50,000 dependant on experience full time (pro-rata for part time)
Benefits:
1. 25 days per calendar year (plus Bank Holidays).
2. Life Cover for everyone – You will get 4 x death in service.
3. Income Protection – For team members out of probation, you will get 66% of your salary, after 3 months with indexation by 5% per annum.
4. Health, Optical and Dental Cover – This will cover you, and with a variable extra amount it will cover your spouse and cover your children under 18.
5. Cash Plan – To assist with policy excess amounts and other incidentals i.e., some optical and other benefits.
6. Flexible Hours – Everyone works their contracted hours per week, but these can be flexible across three shifts; Early shift which is between 8am and 4.30pm. Standard shift which is between 9am and 5.30pm Late Shift which is between 9.30am 6pm.
All shifts have up to 1 hour for lunch. If you chose to, you could take 30 minutes instead of 1 hour for lunch instead and finish a little earlier (with your line managers approval). o Part time Workers will work their hours within the shift patterns above. Either 20 hours, 25 hours or 30 hours per week are available.
7. Paid Sick Leave – Up to 5 days per year at full pay.
8. Long Service Annual Leave, an extra day every year after 5 years at the company have been completed, up to a maximum of 5 extra days annual leave.
9. Upgrade in Maternity / Paternity / Shared Leave – At the moment we offer statutory. After 5 years’ service, we will offer 12 weeks of full pay, followed by statutory up to the end of week 39.
We do try to facilitate and accommodate reasonable adjustments needed for our recruitment process. Please do let us know how we can adequately provide support to you.
The Role Summary
Paraplanners at the company are responsible for developing financial solutions that fulfil the outcomes our clients are seeking.
Working in collaboration with the Financial Planning Team to prepare recommendations and produce suitability reports focusing on the needs of the client, consumer duty principles as set out by the FCA and company policies.
This includes but isn’t limited to maintaining full client records, data gathering, and application form preparation and submission.
The role will involves promoting the company’s services in a professional and FCA compliant manner.
Experience and Qualifications
• 3-4 years Paraplanning experience you will have the vision and ability to write two multi[1]pension and investment suitability reports per week, or 5 simple suitability or review reports per week, for our HNW Clients.
• Level 4+ Financial services qualifications, RO exams are preferable.
• Familiar with core Consumer duty principles, and able to put them at the heart of everything.
Core Duties
• Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required. Work with the Administration Team ensure all information is available for a suitability report to be produced. This will include the pre-completion of documentation ready for clients to check and sign.
• Responsible for day-to-day paraplanning tasks – identifying what’s required, where client cases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information and subsequently writing a suitability report ready for adviser approval.
• Act as a Paraplanning mentor for less experienced team members – as they join the business.
Adopt an inclusive and inspiring leadership style to help future team members identify any development areas they need to address to achieve their own career aspirations.
• Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
• Identify areas for financial planning and developing solutions suitable to meet the client’s needs and objectives. This will include the preparation of tax calculations where necessary.
• Willing to help out – You may at times be required to provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with Clients on behalf of the Financial Adviser.
• Where necessary you will liaise with product providers and other third parties to acquire any additional information that may be required in order to assess the client’s needs and to help formulate any recommendations made by the adviser.
• Client Contact – On occasion it may be necessary to deal with technical or general queries from clients.
• Continuous Personal Development – All of our team must commit to keeping their knowledge up to date and retaining supporting records for review.
We support all Training and Development. Team Support/Communication
• It is important that the Financial Advisors, Paraplanners, Administrators and the wider team work well together as a strong team, offering assistance to clients irrespective of whether or not the Financial Adviser is available.
You may be expected to cover for colleagues who are absent.
Experience and Qualities we are looking for:
• Level 4+ Financial services qualifications, RO exams are preferable.
• Ability to achieve agreed outcomes without supervision.
• Articulate, detailed and accurate.
• Excellent interpersonal skills, both written and verbal.
• Ability to multitask and prioritise effectively. IT Skills
• Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc).
• Previous experience using report writing software is a distinct advantage.
• Previous experience of all the main Platforms and IO will be advantageous Personal Skills
• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
• Team working: Collaborative and proactive mind set. Ability to contribute as part of a team, and deal with individuals at all levels within the business. Able to work within defined business processes.
• Professional integrity: The strength of character to explain a professional point while having empathy with a customer or colleague.
• Relations with others: The personal qualities and skills that promote open and constructive working relationships with colleagues and customers.
• Flexibility: The flexibility for, and commitment to, continual self-development and improvement.
If you meet the above criteria and want to become part of a highly rewarding company, please apply to be considered for interview
Location: Englefield, GB
Posted Date: 11/26/2024
Reading
Are you a Paraplanner with 3-4 years minimum experience and looking for a fresh challenge?
Full time – 37.5 hours per week or Part time – 20, 25 or 30 hours per work are available.
Offices are open from 8am to 5:30pm to allow for flexible working hours.
Salary: Range from £45,000 to £50,000 dependant on experience full time (pro-rata for part time)
Benefits:
1. 25 days per calendar year (plus Bank Holidays).
2. Life Cover for everyone – You will get 4 x death in service.
3. Income Protection – For team members out of probation, you will get 66% of your salary, after 3 months with indexation by 5% per annum.
4. Health, Optical and Dental Cover – This will cover you, and with a variable extra amount it will cover your spouse and cover your children under 18.
5. Cash Plan – To assist with policy excess amounts and other incidentals i.e., some optical and other benefits.
6. Flexible Hours – Everyone works their contracted hours per week, but these can be flexible across three shifts; Early shift which is between 8am and 4.30pm. Standard shift which is between 9am and 5.30pm Late Shift which is between 9.30am 6pm.
All shifts have up to 1 hour for lunch. If you chose to, you could take 30 minutes instead of 1 hour for lunch instead and finish a little earlier (with your line managers approval). o Part time Workers will work their hours within the shift patterns above. Either 20 hours, 25 hours or 30 hours per week are available.
7. Paid Sick Leave – Up to 5 days per year at full pay.
8. Long Service Annual Leave, an extra day every year after 5 years at the company have been completed, up to a maximum of 5 extra days annual leave.
9. Upgrade in Maternity / Paternity / Shared Leave – At the moment we offer statutory. After 5 years’ service, we will offer 12 weeks of full pay, followed by statutory up to the end of week 39.
We do try to facilitate and accommodate reasonable adjustments needed for our recruitment process. Please do let us know how we can adequately provide support to you.
The Role Summary
Paraplanners at the company are responsible for developing financial solutions that fulfil the outcomes our clients are seeking.
Working in collaboration with the Financial Planning Team to prepare recommendations and produce suitability reports focusing on the needs of the client, consumer duty principles as set out by the FCA and company policies.
This includes but isn’t limited to maintaining full client records, data gathering, and application form preparation and submission.
The role will involves promoting the company’s services in a professional and FCA compliant manner.
Experience and Qualifications
• 3-4 years Paraplanning experience you will have the vision and ability to write two multi[1]pension and investment suitability reports per week, or 5 simple suitability or review reports per week, for our HNW Clients.
• Level 4+ Financial services qualifications, RO exams are preferable.
• Familiar with core Consumer duty principles, and able to put them at the heart of everything.
Core Duties
• Lead the preparation of suitability reports for approval by the Financial Adviser, and prepare associated documentation as required. Work with the Administration Team ensure all information is available for a suitability report to be produced. This will include the pre-completion of documentation ready for clients to check and sign.
• Responsible for day-to-day paraplanning tasks – identifying what’s required, where client cases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information and subsequently writing a suitability report ready for adviser approval.
• Act as a Paraplanning mentor for less experienced team members – as they join the business.
Adopt an inclusive and inspiring leadership style to help future team members identify any development areas they need to address to achieve their own career aspirations.
• Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
• Identify areas for financial planning and developing solutions suitable to meet the client’s needs and objectives. This will include the preparation of tax calculations where necessary.
• Willing to help out – You may at times be required to provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with Clients on behalf of the Financial Adviser.
• Where necessary you will liaise with product providers and other third parties to acquire any additional information that may be required in order to assess the client’s needs and to help formulate any recommendations made by the adviser.
• Client Contact – On occasion it may be necessary to deal with technical or general queries from clients.
• Continuous Personal Development – All of our team must commit to keeping their knowledge up to date and retaining supporting records for review.
We support all Training and Development. Team Support/Communication
• It is important that the Financial Advisors, Paraplanners, Administrators and the wider team work well together as a strong team, offering assistance to clients irrespective of whether or not the Financial Adviser is available.
You may be expected to cover for colleagues who are absent.
Experience and Qualities we are looking for:
• Level 4+ Financial services qualifications, RO exams are preferable.
• Ability to achieve agreed outcomes without supervision.
• Articulate, detailed and accurate.
• Excellent interpersonal skills, both written and verbal.
• Ability to multitask and prioritise effectively. IT Skills
• Fully competent in all the major desktop applications (proficient in Microsoft Word, Excel and Outlook etc).
• Previous experience using report writing software is a distinct advantage.
• Previous experience of all the main Platforms and IO will be advantageous Personal Skills
• Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.
• Team working: Collaborative and proactive mind set. Ability to contribute as part of a team, and deal with individuals at all levels within the business. Able to work within defined business processes.
• Professional integrity: The strength of character to explain a professional point while having empathy with a customer or colleague.
• Relations with others: The personal qualities and skills that promote open and constructive working relationships with colleagues and customers.
• Flexibility: The flexibility for, and commitment to, continual self-development and improvement.
If you meet the above criteria and want to become part of a highly rewarding company, please apply to be considered for interview
Location: Englefield, GB
Posted Date: 11/26/2024
Contact Information
| Contact | Human Resources Citrus Elite Recruitment Ltd |
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