Product Features
Blog
Contact Us
Sign In
Alliance Pictor Limited
,
London, Greater London
Paraplanner - Trainee IFA
Overview
Job Description
Our Client is a top 50 firm of innovative and forward thinking chartered accountants. They put a great emphasis on looking after their employees which contributes to our low turnover of staff. A healthy work life balance is encouraged across all departments and this is reflected in flexible working hours and core values. The opportunity is based within modern offices located a stone's throw from some of the City's most famous historical landmarks, with an array of shops and hotspots for lunch and after work socialising. There isn't a stuffy chesterfield in sight; think football tables, free fruit, light, airy and open plan with Partners sitting out amongst their teams and unparalleled CPD for a firm of its size. They are now looking for a Paraplanner who is looking to step up to being an Adviser. This is a development role with the view to becoming an adviser to an existing client bank within 18 months to two years. You will also be required to reach chartered status in this time. Detailed List of Responsibilities Attending client meetings with Financial Planner as required. Supporting the Financial Planner in research and analysis to meet Client needs and objectives. Supporting the Financial Planner in preparing Client financial plans and suitability reports. Developing and maintaining internal relationships to help maintain business flow and meet agreed targets. Research and analysis of financial products to meet Client requirements. Contribute towards the research as a member of the Investment Committee. Managing the presentation of technical data to the Financial Planner. Managing the preparation of Client Financial Plans and Suitability Reports. FCA related and other regulatory issues. Promoting the profile of the business within the profession and wider communities. Continuous professional development to meet regulatory requirements and personal development needs. Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally. Preparing and maintaining the client file. Preparing recommendations and implementing recommendations. Assisting other paraplanner team members where required. Miscellaneous Adhere to all Financial Planning policies and procedures, including Health and Safety. Carry out any other reasonable duties as delegated by an authorised person of the firm. To display and promote the Firm's "core values" of: - Care - Pride - Loyalty - Innovation and Quality of Service - Integrity Software knowledge of Intelligent Office Microsoft Office package The Exchange Selectapension Trustnet Cashflow planning software (preferably Voyant) FE Analytics The Package There is a basic salary of c £50,000 + discretionary bonus. 23 days holiday increasing to 28 (increases 1 day per year) Eligibility for profit Share scheme Eligibility for Staff discretionary awards (£200) Death in Service (Life insurance) benefit x 2 annual salary Bupa Cash plan Private medical cover after 2 years Contributory pension scheme 4% employee 4% employer Commission scheme for referrals - (15% of the first year's fee for clients introduced by the employee) Interest free season ticket loan Cycle to work scheme Study package (if agreed) Flexible benefits e.g. buy and sell holiday of a maximum of 5 days and discount vouchers. This is an exciting opportunity which doesn't come up very often.