Paraplanner

Description:

Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Amber River Midlands is a company with a clear identity, strong values, an amazing culture, and a defined purpose. We are looking for an experienced paraplanner with a sound understanding of the financial planning process and the desire to be the best in their role. This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you!

Key Responsibilities:

The role of the Paraplanner is to work with the Financial Planners and provide a high level of client service in a professional and timely manner. Duties will include:

• Identifying areas for financial planning and sourcing solutions to meet their objectives.
• Preparing suitability reports and recommendations for approval by the financial planner.
• Conducting fund research and analysis using FE Analytics.
• Collating and maintaining due diligence research on funds, platforms, and providers.
• Preparing cumulative return tables and sharing these with the team.
• Ensuring documentation is compliant, present, and correct.
• Ensuring your own personal development and the development of the administration team.

Essential Skills and Experience:

We are looking for someone who has gained experience in a similar role and company and has a good understanding of the whole financial process.

• 2 years' Paraplanning experience within an IFA firm
• Experienced working with a breadth of products
• Ideally DipPFS qualified or equivalent Level 4 qualification
• Able to demonstrate excellent customer communication skills
• Experience working together as part of a team
• A background in using IFA systems and processes
• Excellent quality service delivery skills
• Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity