Job Type:
Job Sector:
Financial Services
East Anglia
£21,000 to £31,000 per annum
The One Group Technical
Job Ref:

Para Planner/Trainee Para Planner
Full Time

My client based in a lovely, new office on the outskirts of Peterborough City Centre and are looking to further expand on the existing team with the addition of a Paraplanner - at this stage they are also inviting applications from candidates who are trainee or recent graduates interested in the industry.

Fantastic time to be joining my client, they are really going places!

Key Skills/Experience required:

• Genuine interest in the Financial Planning industry
• Detailed and accurate – attention to detail is paramount
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Excellent inter-personal skills, both written and verbal
• Ability to multi-task and prioritise effectively
• Good IT skills
• Willingness to study for CII qualifications
• Fit into team based culture

• Understanding of the Financial Planning process and how para planners work alongside advisers
• Ideally already working in an IFA practice, probably as a Financial Service Administrator
• Basic knowledge of pensions and investments
• Basic knowledge of compliance
• Experience of using 1st Adviser Office or XPlan
• Experience of using FE Analytics
• CII Qualifications

• Research and preparation of financial planning reports for private clients
• Prepare suitability letters in accordance with agreed recommendations
• Liaising with insurance and investment companies
• Ensure all compliance paperwork is in order
• Processing of new business for private clients
• Liaise with other teams within the business
• Represent the para planning team at company meetings

The ONE Group - With offices in Northampton, Peterborough and Cambridge - our recruitment divisions include; Accountancy, Executive, HR, IT, Office, Marketing technical and Executive recruitment. The ONE Group are the largest independent recruitment businesses across, Northamptonshire and Cambridgeshire.

Our recruitment experts provide specialist consultancy staffing services to some of the leading household brands across the Midlands and East of England. We pride ourselves in adding value to any recruitment experience.

The foundation of our success comes from our high level of customer service, expert knowledge of the local marketplace and our understanding of the significant value people can add to the workplace.

This is recruitment as it should be.

For more information on this role, please contact Sophia Little in the Peterborough office.

Contact Details:
The One Group Technical
Tel: 01733 234000
Contact: Sophia Little

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