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Senior Paraplanner
ENG, GBR
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The Opportunity:

 

The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.

 

The Day-to-Day:


  • Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendations
  • Review and formulate plans for clients with highly specialised situations
  • Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable
  • Communicate advice to clients directly
  • Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding
  • Work with other departments to provide best client outcomes through developing new resources and providing training
  • Work on ad hoc projects to improve the efficiency of PCA Group
  • Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice



Your Qualifications:


  • A University degree or equivalent combination of education/experience
  • Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
  • 3+ years financial services experience required
  • Experience working with accuracy and ability to organise/time-manage
  • Quantitative in nature
  • Ability to work under pressure and in a dynamic team environment
  • Very strong understanding of core the businesses portfolio management philosophies and Financial Planning principles
  • Exceptional understanding of client suitability
  • It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role


Why Our Client?

 

The global organisation distinguishes itself by putting clients first, providing unmatched service, and taking a personalised approach to investing. You can feel confident knowing that they align with their clients’ best interests by using a simple and transparent fee structure and recognised European custodians.

 

It’s the people that make the business purpose possible, and to help their employees meet their long-term goals, they offer an array of benefits, including:


  • 100% paid premiums for their top-tier supplemental medical, dental and annual health screening plans for employees and their qualified dependents
  • 28 days annual leave, with the ability to purchase up to 3 additional days per year, plus up to 8 paid holidays
  • Enhanced maternity pay package with 16 weeks’ top up to full base pay for eligible employees
  • $10,000* fertility, hormonal health and family-forming benefit
  • A retirement pension plan, featuring a 9% company contribution of base pay with an additional company match of up to 5% of base pay on personal contributions
  • Gym subsidy of up to £50 per month
  • Employee Assistance Program and other emotional wellbeing services
  • A collaborative working environment that practises ongoing training, educational support and employee appreciation events


They take great pride in their inclusive culture. they value the different perspectives and unique skills you bring to the team. Success at within the business is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, they are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe.

 


Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.


Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability, or religious belief.



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