Paraplanner

We here at Siamo Recruitment are proud to working with one of South West’s leading financial service providers. With the view to grow and continue their award winning service our client is in the market for a Paraplanner.
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
INDCIRPARA