Financial Paraplanner

Job Type:
Job Sector:
Banking, Finance
East Midlands
Salary Description:
Up to �30,000 per annum DOE
TalentSpa Recuitment
Job Ref:

Financial Paraplanner

Location: Olney, near Milton Keynes

Salary: Up to �30,000 per annum DoE

Who are Jane Smith Financial Planning?

We are a family run business, based in Olney, that was first established by Jane Smith in 1994, and we have been providing financial planning and advice, with a highly personal approach for our clients ever since the practice opened. When Jane retired, Nicola Watts; her daughter, took on sole responsibility for the management of the firm, and the advice provided to its clients.

Our aim is to help our clients focus on their financial future by giving them clear options, and we're proud to be an award-winning team. Jane Smith Financial Planning want their clients to be delighted, and we can only achieve delighted customers if we have exceptional people working for us, so why not join us and be part of an award winning team?

What's the role of the Financial Paraplanner?

The role of the Financial Paraplanner is to assist in providing administrative and technical support to the Technical Specialist within the business. So, this job might be for you if;

* You have experience of working in a Financial Paraplanner role. This is essential. Ideally, you'll be qualified but don't worry if you're not, as a willingness to become qualified is more important
* You like research and analysis, and you love finding out things that will help the Technical Specialists provide a great service to our clients.
* You get a real kick out of helping people to get what they want. You are patient, level headed and cool under pressure.
* You pay attention to the details. As far as you're concerned, anything worth doing is worth doing right, every single time. You stay focused to make sure that nothing falls through the cracks, as this is what makes the Technical Administration team run smoothly.
* You are good at building relationships with people, both internally and externally, and you understand the importance of building these relationships.
* You communicate clearly and can write well and speak eloquently. You can explain just about anything to anyone and you're comfortable communicating by email and on the phone.
* You are motivated and driven. You volunteer for new challenges without being asked. You're going to take ownership of the time you spend with us and really make a difference.
* You are inquisitive and have a thirst for knowledge and learning and always strive to improve yourself and be the best you possibly can be, to ensure your development, as well as meet the financial regulatory requirements of the role.

As a Financial Paraplanner a typical day might include;

* Managing new business recording and submissions
* Communicating and recording product and planning analysis results
* Liaising with product providers and other relevant third parties
* Managing your own workflow and tasks plus project work
* Assisting the Technical Specialist with the preparation of paperwork for client meetings, planning and product research new business submission and tracking to conclusion, technical filing on to business systems, ironing out any client issues or concerns

What's in it for you?

As a team member at Jane Smith Financial Planning, you'll be working for a successful, small, and friendly team and we don't just want to deal with our clients differently, we also want to look after our people differently too!

We are looking for the right people, who can provide the exceptional lev

Contact Details:
TalentSpa Recuitment
Tel: 0844 8700 926
Contact: .

You may return to your current search results by clicking here.


This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings