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Date Added: Fri 03/02/2023

Paraplanner - Remote

Manchester, M1, UK
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Company: PB RECRUITMENT CONSULTANTS LTD

Job Type: Permanent, FullTime

Salary: £35000 - £45000/annum comprehensive benefits. remote

A highly reputable, leading firm, and independent provider of accounting, business advisory and wealth management services currently require an experienced Diploma Level 4 qualified REMOTE PARAPLANNER to join its team

Paraplanner Vacancy Description

To contribute to the department's strategic objectives by providing excellent support, in a compliant manner, to enable us to deliver a first-class service to clients, in our quest to be the firm of choice.
To support one another, in a professional, flexible, and positive way, working together to achieve departmental and firm-wide success using our combined knowledge, enthusiasm and initiative to be the best we can be.
It is a leading independent provider of accounting, business advisory and wealth management services. It has offices across the North-West, with over 300 partners and staff advising clients across the UK. It is also part of a global network of firms, helping clients with international trade mattersIts Mission: Engage with its clients and its people to deliver technical excellence and quality in everything we do.

Our Values:

Delivering outstanding client service.
Creating a friendly, positive environment
Striving to be the best we can be
Doing the right thing
Putting something back Paraplanner Overview

It is a top 50 award winning professional services firm
Part of a national and international network of firms with global opportunities
Clear career opportunities and progression paths
Pay progression linked to role development
We have an excellent reputation for training staff in a friendly and welcoming environment
Focus on work/life balance - flexible working patterns/locations
We are accredited "Investors in People"
Great social life and involvement in community and charitable initiatives
Popular staff social club
A diverse work family Benefits package including pension scheme, life assurance, flexible benefits (such as options to buy/sell annual leave, cycle to work scheme and dental insurance)The Paraplanning Role

Work closely with the consultants to fully understand the client's objectives, needs and priorities, to provide holistic financial planning for the client
Carry out research and consider the bigger picture (e.g., tax implications) to find solutions to objectives, factoring these into suitability letters/reports
Proactively look to add value and influence the planning and solution recommended for the client, identifying, and highlighting any additional or future planning points as appropriate
Liaising with the Head of Technical Support and Compliance Manager to highlight/discuss any complex, unusual or ambiguous cases.
Liaising with colleagues in other service lines, as appropriate, to ensure a joined-up approach to the holistic planning
Work closely with the client service team to gather accurate information required for prepping and planning cases, clearly setting out what is required and timescales
Adhering to regulatory requirements, compliance procedures, departmental and firm-wide processes.
Ensuring a complete and accurate audit trail is always maintained
Taking ownership for keeping up to date with legislative / regulatory changes / CPD
Proactively get involved and contribute ideas as part of continuous improvement. Support and embrace necessary changes. Share best practice and knowledge as appropriate
Ensure agreed personal objectives are progressed on a timely basis
Provide 'subject matter expert' input as appropriate and when requested, and provide appropriate training, direction and support for others where needed
Take ownership for identified projects Essential Skills:

Ability to deliver first class client service
A proactive and positive approach and the ability to take the initiative
Attention to detail
Excellent communication skills
Ability to prioritise workload effectively
An appreciation and understanding of how other roles within the department are inter-dependant
Confidence to discuss cases with the consultant and seek further information as appropriate, to ensure the starting point of any case is fully compliant and objectives are fully understood
Confidence to refer complex/unusual/non-compliant cases to the Head of Technical Support or Compliance Manager
Advanced experience using the full Microsoft Office suite Desirable Attributes:

Experience of using Iress Adviser Office/XPLAN and provider platforms
Previous experience of working within a professional financial services firm
Previous experience of working within a strong compliance culture
Qualifications: Diploma in Regulated Financial Planning or equivalent
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