Paraplanner
Siamo Recruitment a division of Siamo Group.
As the Paraplanner, you’ll join a collaborative and driven firm who look to push them and their clients to the next level. You will be the gel between your FA's and their clients. Ensuring a high customer experience externally and provide research, planning and reports.
Offering leading products across the UK this Paraplanner opportunities offers development, stability, responsibility and variety within a well renowned firm.
What does our clients benefits scheme include?
- Up to a 20% annual bonus scheme (performance based)
- Professional investment plans for relevant courses, exams and industry training materials
- 25 days annual leave entitlement + bank holidays (plus additional one each year and option to buy more/sell)
- Annual salary reviews
- Private medical insurance and life cover available
- Recruitment referrals bonus
- Hybrid working offering 2 days from home post probation
- Early finish Friday's, Christmas shutdowns, summer and winter events and additional time off on your birthday
- Free on-site parking
This Paraplanner role will hold the below responsibilities:
- Work seamlessly with your allocated FA's
- Produce Suitability Letters
- Produce CFR’s
- Provide a point of contact for all queries pertinent to your role from the team
- Provide technical support to the team
- Use initiative to locate answers and helps others use their initiative to locate answers
- Communicate with practice manager regarding any potential issues
- Manage and resolve technical queries
- Keep up with all industry and internal changes that will affect your role
- Show willingness to expand and increase knowledge of all areas of financial services – specifically pensions, investments and tax and trusts
- Personally manage workflow
The ideal candidate for this Paraplanner role will hold the below experience, skills and qualifications:
- Prior Paraplanning experience is essential due to the nature of the role
- Qualified through DipPFS, CII, DipPP or Cert in Paraplanning
- Experience producing Suitability Letters, CFR’s and completing product research
- Ability to confidently manage internal and external relationships
- The ability to balance conflicting demands in a calm and friendly manner
- Ability to work autonomously, remotely and within a team
- Analytical with precise attention to detail
- Ability to accurately transpose information
- Experience in maintaining systems, processes and procedures
- Up to date knowledge of regulation, legislation and taxation
- Full UK Driving License and Own Vehicle
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