Paraplanner - Wellington

A brief Introduction.....

Vibright are excited to be partnering with an ambitious wealth management business. They are a trusted partner to thousands of clients across the UK and are excited to be growing their existing Paraplanner team. They need a talented and experienced Paraplanner to join their ambitious and growing organisation.

Want to hear more?

This is an exciting time to be joining our client, they have been growing rapidly and are now in a period of alignment, bringing together a number of businesses under one ‘banner’. Reporting to the Technical Director, you will be part of a team of 9 paraplanners, offering support across the wider wealth group.

What will you be doing?

Responsibilities

This is a classic paraplanner role, which will see you support a number of advisors across the group. Here is a little snapshot of your everyday duties & responsibilities:

• Receiving instructions during debriefings from advisers following client meetings.
• Interpreting data obtained by advisers during client meetings.
• Analysing data and using research tools to provide solutions to meet client needs and objectives.
• Providing records to support research undertaken.
• Liaise with the technical & compliance team when uncertain / guidance required.
• Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.
• Liaise with the Technical team on structure and development of the Suitability Report Templates and attachments to the reports.
• Load cases onto relevant platforms in a suitable manner and fully debrief administrator and consultant along the way.
• Carrying out all tasks in a manner consistent with compliance procedures and company process.
• Ensuring all client files are compliant on an ongoing basis.
• Ensure that significant risk issues are referred to the Head of Compliance where appropriate.
• Make a constructive contribution to the continuing development of the team and the business as a whole.
• Proactively enhance industry knowledge, through external and internal sources.
  
  

What We Need From You....A Bit About You….

• You will ideally hold your Level 4 Diploma in Financial Planning, with experience within a similar role.
• You will enjoy and thrive working in a high performance and results driven environment.
• You have exceptional communication skills, both written and verbal.
• You are an MS office whizz.
• You are detail-oriented, highly organised, and capable of managing multiple tasks with a proactive approach. You demonstrate the highest standards of professionalism and integrity in everything you do.
• Attention to detail with an ability to analyse complex financial information.
• Demonstrate practical awareness and knowledge of retail financial products and current regulatory expectations.
• You may have ambitions to progress longer term into an Advisor position, this would be supported by our client, as does the option of remaining as career Paraplanner!
  
  

What’s on offer for the successful candidate?

Our client understands that for people to deliver their best work, they need to feel their best. That’s why they offer a generous benefits package designed to support your wellbeing and life priorities. Here is just a sneak peak and some of the benefits on offer.....

• £35,000 - £45,000 base salary (D.O.E)
• Pension – 3% of salary
• Death in Service – 2 x salary
• 4% Bonus – based on performance & company profitability
• Holiday – 25 days plus bank holidays (ability to purchase 5 more per year, after two years’ service)
• Continued Career development - Support through relevant qualifications!
• Hybrid working - 3 days on site, 2 days remote
  
  

You are excited and want to apply?

If you are an amazingly talented Paraplanner who wants the opportunity to join a business who is driven to succeed and highly successful, then please get in touch! We would love to hear from you, we are excited to share further insight into this opportunity.

Talent comes from all walks of life, that's why we’re proud to be an equal opportunity employer and actively encourage applications from all backgrounds. Vibright Ltd are an equal opportunities employer and do not discriminate on the grounds of gender, sexual orientation, marital or civil partner status, pregnancy or maternity, gender reassignment, race, colour, nationality, ethnic or national origin, religion or belief, disability or age.