Key skills
Mentoring
About this role
Role Overview
- The main purpose of this role is research and write advice reports, support training and development of the team, and to take an active role in maintaining paraplanning tools and reference material.
- Provide support to the team manager as required.
- Deputise during periods of absence, providing coaching, mentoring or training support for the team and being a model of excellence.
- Maintain paraplanning tools and reference material.
Requirements
- 1+ years’ experience in a Paraplanning role in a similar environment
- Level 4 Diploma in Financial Planning
- Experience of working with IT systems that support this service
- High level of technical knowledge across the full range of advice
- High-level understanding of FCA COB rules
Benefits
- Competitive salary
- Private Medical Insurance post probation
- Attractive Employee Pension Scheme (7.5% employer & minimum 3% employee)
- 25 days Annual Leave (plus buy and sell up to 5 days)
- Office Christmas close (3-days)
- Life Assurance
- Health cash plan
- Hybrid working
- Discretionary performance related bonus
- Employee Assistance Programme
- And lots of flexible benefits to choose from!